EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$13.2M
2
+$11.6M
3
+$10.4M
4
KRT icon
Karat Packaging
KRT
+$7.96M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M

Top Sells

1
+$17.1M
2
+$4.8M
3
+$4.25M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.95M
5
ADBE icon
Adobe
ADBE
+$2.27M

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
451
$40K ﹤0.01%
43,583
+11,112
452
$32K ﹤0.01%
10,000
453
$31K ﹤0.01%
+1,293
454
$21K ﹤0.01%
25
455
$19K ﹤0.01%
+10,300
456
$15K ﹤0.01%
725
-2
457
$15K ﹤0.01%
15,000
458
$11K ﹤0.01%
500
459
$10K ﹤0.01%
+923
460
$9K ﹤0.01%
40
461
$5K ﹤0.01%
277
462
– –
-4,086
463
– –
-17,153
464
– –
-6,212
465
– –
-2,175
466
– –
-3,370
467
– –
-21,607
468
– –
-3,939
469
– –
-12,423
470
– –
-12,230
471
– –
-3,180
472
– –
-7,901
473
– –
-5,445
474
– –
-1,009
475
– –
-9,565
16 17 18
19
20