EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.75M
3
+$1.47M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M

Top Sells

1
+$9.66M
2
+$7.05M
3
+$2.75M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$997K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$777K

Sector Composition

1 Technology 0.92%
2 Industrials 0.5%
3 Consumer Staples 0.41%
4 Energy 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.58%
77,672
+9,705
27
$2.32M 0.57%
110,904
-1,521
28
$2.29M 0.56%
108,724
-1,161
29
$2.11M 0.52%
34,676
+3,206
30
$2.08M 0.51%
38,884
+9,680
31
$1.83M 0.45%
66,188
-10,144
32
$1.82M 0.44%
16,498
-1,201
33
$1.82M 0.44%
125,708
+7,392
34
$1.7M 0.42%
36,592
-1,466
35
$1.67M 0.41%
18,335
-599
36
$1.59M 0.39%
32,648
+2,580
37
$1.49M 0.36%
24,135
-485
38
$1.47M 0.36%
+26,630
39
$1.45M 0.35%
30,539
+12
40
$1.43M 0.35%
17,852
-788
41
$1.37M 0.33%
22,748
-644
42
$1.37M 0.33%
25,976
-2,828
43
$1.36M 0.33%
29,106
+18,280
44
$1.2M 0.29%
15,580
+7,572
45
$1.14M 0.28%
33,403
-197
46
$1.13M 0.28%
5,505
+588
47
$961K 0.23%
26,530
+296
48
$911K 0.22%
21,894
-842
49
$897K 0.22%
9,845
+2,683
50
$890K 0.22%
22,645
-481
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