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
$430M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.68M
3
+$2.23M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.83M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.69M

Top Sells

1
+$1.27M
2
+$650K
3
+$622K
4
FM
iShares Frontier and Select EM ETF
FM
+$614K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$497K

Sector Composition

1 Technology 1.19%
2 Consumer Staples 0.71%
3 Industrials 0.51%
4 Healthcare 0.5%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.52%
106,052
-11,085
27
$2.13M 0.5%
38,430
-1,004
28
$2.09M 0.49%
32,903
-202
29
$2.05M 0.48%
96,437
-12,518
30
$2.01M 0.47%
45,472
+10,346
31
$1.76M 0.41%
115,868
-11,002
32
$1.65M 0.38%
15,160
-735
33
$1.6M 0.37%
54,835
-20,968
34
$1.59M 0.37%
76,511
-10,101
35
$1.58M 0.37%
14,353
+11,477
36
$1.53M 0.35%
26,198
37
$1.52M 0.35%
48,388
+13,620
38
$1.46M 0.34%
53,823
-22,949
39
$1.46M 0.34%
29,984
+40
40
$1.41M 0.33%
23,584
+72
41
$1.4M 0.33%
27,523
42
$1.38M 0.32%
29,805
-396
43
$1.35M 0.31%
16,048
-1,439
44
$1.34M 0.31%
25,456
+98
45
$1.33M 0.31%
21,610
+316
46
$1.25M 0.29%
15,343
-105
47
$1.21M 0.28%
+39,713
48
$1.21M 0.28%
15,054
-3,105
49
$1.15M 0.27%
5,581
+260
50
$1.15M 0.27%
31,710
-390
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