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
376
$294K 0.02%
3,225
-1,180
377
$293K 0.02%
270
-535
378
$291K 0.02%
8,462
-1,396
379
$291K 0.02%
3,599
-267
380
$289K 0.02%
+4,222
381
$288K 0.02%
4,797
382
$286K 0.02%
2,457
-8
383
$286K 0.02%
1,732
+70
384
$285K 0.01%
12,827
385
$284K 0.01%
+2,250
386
$284K 0.01%
+3,120
387
$284K 0.01%
1,899
-69
388
$282K 0.01%
12,577
-6,807
389
$280K 0.01%
4,175
+1
390
$279K 0.01%
5,955
+1,155
391
$275K 0.01%
16,548
-1,484
392
$271K 0.01%
1,164
+14
393
$269K 0.01%
6,945
+205
394
$268K 0.01%
1,804
+93
395
$267K 0.01%
15,260
+4,760
396
$266K 0.01%
10,492
+1,784
397
$265K 0.01%
320
+4
398
$263K 0.01%
2,592
+192
399
$261K 0.01%
4,851
+27
400
$260K 0.01%
6,035
-334
14 15
16
17 18