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
451
$40K ﹤0.01%
43,583
+11,112
452
$32K ﹤0.01%
10,000
453
$31K ﹤0.01%
+1,293
454
$21K ﹤0.01%
125
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%
1,000
461
$5K ﹤0.01%
277
462
– –
-3,370
463
– –
-5,014
464
– –
-18,268
465
– –
-21,607
466
– –
-3,939
467
– –
-4,086
468
– –
-1,039
469
– –
-2,458
470
– –
-11,701
471
– –
-1,337
472
– –
-17,153
473
– –
-6,212
474
– –
-2,175
475
– –
-12,230
16 17 18
19
20