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
$411M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.15M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Top Sells

1
+$6.7M
2
+$2.3M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.61M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.37M

Sector Composition

1 Technology 1.25%
2 Healthcare 0.5%
3 Industrials 0.46%
4 Energy 0.45%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.43%
+16,750
27
$1.72M 0.42%
31,690
-1,357
28
$1.66M 0.4%
23,039
+6,125
29
$1.63M 0.4%
78,094
-10,203
30
$1.59M 0.39%
88,257
-13,584
31
$1.51M 0.37%
13,979
-1,163
32
$1.51M 0.37%
28,804
-3,152
33
$1.5M 0.36%
76,609
-39,308
34
$1.49M 0.36%
29,081
+271
35
$1.46M 0.36%
15,925
-25,072
36
$1.42M 0.35%
69,331
-4,984
37
$1.38M 0.34%
28,828
-325
38
$1.38M 0.33%
27,552
+54
39
$1.36M 0.33%
99,030
-4,244
40
$1.36M 0.33%
51,768
-18,528
41
$1.35M 0.33%
14,714
-1,027
42
$1.34M 0.33%
44,059
+7,996
43
$1.27M 0.31%
22,031
-243
44
$1.27M 0.31%
20,523
+2,504
45
$1.26M 0.31%
36,487
-12,678
46
$1.16M 0.28%
19,791
-8,699
47
$1.16M 0.28%
5,688
+55
48
$1.13M 0.27%
14,196
-624
49
$1.01M 0.25%
15,088
+175
50
$976K 0.24%
10,848
+2,847
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