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
$320M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.25M
3
+$1.2M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M

Top Sells

1
+$2.71M
2
+$641K
3
+$603K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$445K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$365K

Sector Composition

1 Technology 0.81%
2 Industrials 0.42%
3 Energy 0.27%
4 Consumer Staples 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.44%
21,977
-41
27
$1.36M 0.43%
30,477
+9,159
28
$1.35M 0.42%
60,602
+19,994
29
$1.31M 0.41%
57,765
+19,772
30
$1.31M 0.41%
12,183
+1,360
31
$1.31M 0.41%
17,913
+436
32
$1.28M 0.4%
61,422
+21,047
33
$1.25M 0.39%
60,872
+20,554
34
$1.24M 0.39%
50,607
+4,654
35
$1.19M 0.37%
21,056
+1,309
36
$1.18M 0.37%
57,508
+20,239
37
$1.15M 0.36%
24,343
-28
38
$1.05M 0.33%
31,168
+252
39
$1.04M 0.33%
31,247
+204
40
$976K 0.31%
37,326
-9,826
41
$969K 0.3%
56,896
+1,036
42
$874K 0.27%
28,920
+9,874
43
$851K 0.27%
+17,208
44
$830K 0.26%
22,083
+242
45
$790K 0.25%
11,322
+126
46
$786K 0.25%
6,474
-1,297
47
$723K 0.23%
8,562
-46
48
$704K 0.22%
14,529
+3,270
49
$685K 0.21%
11,918
+882
50
$656K 0.21%
15,505
+353
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