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
$413M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.25M
3
+$1.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.33M

Top Sells

1
+$8.65M
2
+$6.7M
3
+$1.68M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$753K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$483K

Sector Composition

1 Technology 0.96%
2 Consumer Staples 0.49%
3 Industrials 0.46%
4 Healthcare 0.34%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.6%
83,187
+28,735
27
$2.44M 0.59%
95,922
+271
28
$2.36M 0.57%
112,425
+11,560
29
$2.32M 0.56%
109,885
+8,980
30
$2.02M 0.49%
31,470
+615
31
$1.93M 0.47%
17,699
-791
32
$1.92M 0.47%
76,332
+16,020
33
$1.83M 0.44%
118,316
+5,422
34
$1.76M 0.43%
38,058
+6,604
35
$1.59M 0.38%
29,204
+500
36
$1.52M 0.37%
28,804
-2,408
37
$1.51M 0.37%
24,620
+89
38
$1.51M 0.37%
18,934
+93
39
$1.49M 0.36%
18,640
-1,307
40
$1.47M 0.36%
30,068
+2,505
41
$1.43M 0.35%
30,527
+12
42
$1.41M 0.34%
23,392
-433
43
$1.15M 0.28%
33,600
-2,267
44
$1.12M 0.27%
21,639
+15,024
45
$1.01M 0.25%
22,736
-1,451
46
$969K 0.23%
4,917
-143
47
$961K 0.23%
23,126
+117
48
$960K 0.23%
26,234
+1,629
49
$938K 0.23%
11,554
-118
50
$937K 0.23%
45,156
+209
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