EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.4M
3
+$9.37M
4
KRT icon
Karat Packaging
KRT
+$7.03M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.37M

Top Sells

1
+$16.3M
2
+$4.68M
3
+$4.13M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.84M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.85M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 3.26%
3 Healthcare 3%
4 Financials 2.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$675K 0.04%
12,817
-6,639
252
$655K 0.03%
11,355
+2,696
253
$654K 0.03%
2,161
+444
254
$646K 0.03%
4,753
-1,080
255
$643K 0.03%
41,490
+3,000
256
$643K 0.03%
5,022
+1,362
257
$637K 0.03%
3,525
-83
258
$634K 0.03%
10,240
+3,346
259
$631K 0.03%
23,480
260
$621K 0.03%
2,712
+87
261
$613K 0.03%
7,996
+2,007
262
$604K 0.03%
3,770
+505
263
$602K 0.03%
20,753
+6,833
264
$598K 0.03%
5,036
-2,142
265
$597K 0.03%
7,227
+1,812
266
$597K 0.03%
10,129
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267
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3,853
+162
268
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269
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1,950
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270
$580K 0.03%
46,399
+4,253
271
$577K 0.03%
7,273
-389
272
$575K 0.03%
6,825
-317
273
$573K 0.03%
7,093
-3,258
274
$571K 0.03%
8,359
+382
275
$569K 0.03%
1,865
-24
9 10
11
12 13