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
301
$497K 0.03%
13,757
+4,758
302
$487K 0.03%
3,372
+355
303
$485K 0.03%
2,486
-218
304
$481K 0.03%
20,656
-818
305
$480K 0.03%
19,569
+6,779
306
$479K 0.03%
10,822
+2
307
$477K 0.03%
4,175
-448
308
$473K 0.02%
+10,150
309
$469K 0.02%
21,713
-489
310
$464K 0.02%
2,719
+58
311
$463K 0.02%
+1,718
312
$462K 0.02%
21,126
-565
313
$455K 0.02%
20,917
-125
314
$454K 0.02%
4,268
-103
315
$450K 0.02%
1,120
-15
316
$447K 0.02%
7,195
-4,628
317
$447K 0.02%
6,940
318
$441K 0.02%
5,884
319
$440K 0.02%
11,581
-1,272
320
$436K 0.02%
5,043
-255
321
$436K 0.02%
2,140
+11
322
$435K 0.02%
7,473
+2,000
323
$431K 0.02%
7,727
+65
324
$427K 0.02%
7,376
-268
325
$426K 0.02%
2,549
+12
11 12
13
14 15