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
326
$423K 0.02%
1,967
+130
327
$418K 0.02%
2,145
+370
328
$415K 0.02%
14,940
+1,550
329
$413K 0.02%
1,438
-463
330
$401K 0.02%
1,385
-393
331
$395K 0.02%
12,465
+4,125
332
$392K 0.02%
14,704
+144
333
$391K 0.02%
1,883
-1,853
334
$390K 0.02%
12,573
-392
335
$383K 0.02%
10,450
+1,640
336
$383K 0.02%
4,143
-514
337
$379K 0.02%
18,491
-1,185
338
$377K 0.02%
1,407
+13
339
$375K 0.02%
16,954
-111
340
$371K 0.02%
15,375
-10,610
341
$371K 0.02%
5,979
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342
$368K 0.02%
3,441
+642
343
$365K 0.02%
5,748
344
$361K 0.02%
+4,287
345
$358K 0.02%
12,295
+55
346
$356K 0.02%
7,230
-9,368
347
$351K 0.02%
4,356
+232
348
$346K 0.02%
5,616
+481
349
$343K 0.02%
+8,517
350
$341K 0.02%
2,397
+113
12 13
14
15 16