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
$417M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4M
3
+$961K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$953K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$950K

Top Sells

1
+$3.21M
2
+$2.29M
3
+$978K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$775K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$527K

Sector Composition

1 Technology 0.65%
2 Communication Services 0.45%
3 Industrials 0.43%
4 Consumer Staples 0.31%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.56%
108,955
+231
27
$2.25M 0.54%
75,803
-1,869
28
$2.22M 0.53%
39,434
+550
29
$2.12M 0.51%
33,105
-1,571
30
$2.09M 0.5%
76,772
-14,637
31
$1.92M 0.46%
126,870
+1,162
32
$1.84M 0.44%
86,612
+44,773
33
$1.77M 0.42%
15,895
-603
34
$1.65M 0.4%
17,487
-848
35
$1.61M 0.39%
32,100
+10,508
36
$1.53M 0.37%
26,198
-432
37
$1.47M 0.35%
23,512
-623
38
$1.46M 0.35%
18,159
+307
39
$1.46M 0.35%
29,944
-2,704
40
$1.44M 0.34%
30,201
-338
41
$1.43M 0.34%
35,126
-1,466
42
$1.36M 0.33%
27,523
-1,583
43
$1.34M 0.32%
25,358
-618
44
$1.31M 0.31%
21,294
-1,454
45
$1.22M 0.29%
15,448
-132
46
$1.1M 0.26%
27,644
+5,750
47
$1.1M 0.26%
5,321
-184
48
$1.08M 0.26%
34,768
-31,420
49
$1.01M 0.24%
26,530
50
$1M 0.24%
28,995
-4,408
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