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
401
$259K 0.01%
8,814
-341
402
$259K 0.01%
3,025
-142
403
$257K 0.01%
2,767
-321
404
$256K 0.01%
3,501
+129
405
$252K 0.01%
+5,670
406
$252K 0.01%
+3,778
407
$251K 0.01%
16,132
408
$249K 0.01%
8,552
409
$249K 0.01%
+1,722
410
$249K 0.01%
1,997
+222
411
$246K 0.01%
9,120
+1,500
412
$244K 0.01%
1,176
+22
413
$243K 0.01%
3,615
-85
414
$240K 0.01%
+6,577
415
$237K 0.01%
4,967
+328
416
$237K 0.01%
1,096
+156
417
$234K 0.01%
7,712
418
$233K 0.01%
1,052
-611
419
$229K 0.01%
14,592
-1,950
420
$229K 0.01%
+1,664
421
$229K 0.01%
2,681
422
$228K 0.01%
741
+81
423
$222K 0.01%
5,763
424
$222K 0.01%
924
-274
425
$222K 0.01%
+2,238
15 16
17
18 19