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
351
$340K 0.02%
2,005
-116
352
$339K 0.02%
6,025
-1,082
353
$336K 0.02%
2,493
+104
354
$336K 0.02%
3,135
+999
355
$335K 0.02%
1,843
-21
356
$333K 0.02%
2,738
+802
357
$333K 0.02%
5,539
+90
358
$333K 0.02%
2,591
-99
359
$332K 0.02%
9,526
-976
360
$331K 0.02%
2,480
+1
361
$331K 0.02%
3,779
362
$326K 0.02%
2,600
363
$325K 0.02%
5,289
+1,735
364
$321K 0.02%
11,798
-4,884
365
$321K 0.02%
20,946
-3,759
366
$312K 0.02%
2,429
-490
367
$310K 0.02%
9,744
+906
368
$310K 0.02%
3,707
369
$310K 0.02%
2,146
+350
370
$309K 0.02%
2,269
-254
371
$308K 0.02%
2,265
+146
372
$304K 0.02%
2,334
+15
373
$300K 0.02%
13,220
+1,595
374
$298K 0.02%
3,830
+25
375
$298K 0.02%
1,018
-307
13 14
15
16 17