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
426
$221K 0.01%
+6,640
427
$218K 0.01%
3,932
428
$218K 0.01%
1,310
+220
429
$213K 0.01%
1,284
-342
430
$213K 0.01%
3,866
+154
431
$213K 0.01%
+9,427
432
$210K 0.01%
4,102
+393
433
$209K 0.01%
13,750
-5,000
434
$208K 0.01%
4,000
435
$206K 0.01%
2,300
436
$206K 0.01%
1,426
-341
437
$205K 0.01%
10,423
+200
438
$204K 0.01%
+1,343
439
$200K 0.01%
10,451
440
$200K 0.01%
4,335
-1,614
441
$193K 0.01%
13,205
+775
442
$188K 0.01%
17,021
+800
443
$115K 0.01%
15,186
+2,497
444
$108K 0.01%
12,281
+1,070
445
$94K ﹤0.01%
17,580
446
$70K ﹤0.01%
10,533
447
$64K ﹤0.01%
+4,200
448
$64K ﹤0.01%
+10,391
449
$43K ﹤0.01%
+215
450
$41K ﹤0.01%
21,800
16 17
18
19 20