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
276
$568K 0.03%
27,003
+89
277
$566K 0.03%
8,248
+3,021
278
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5,073
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279
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280
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281
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5,259
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282
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22,452
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283
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11,240
-200
284
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285
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6,802
286
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25,601
+11,375
287
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12,199
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288
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289
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8,262
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290
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6,352
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291
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293
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294
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295
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26,956
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296
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5,498
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$503K 0.03%
22,020
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298
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24,759
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299
$499K 0.03%
4,119
-170
300
$498K 0.03%
7,554
+2,869
10 11
12
13 14