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
$407M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$3.26M
3
+$3.24M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.95M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.94M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.35M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$975K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$606K

Sector Composition

1 Technology 2.01%
2 Financials 1.04%
3 Industrials 0.68%
4 Healthcare 0.58%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.53%
101,594
+1,644
27
$2.09M 0.51%
98,528
+3,684
28
$2.01M 0.49%
55,412
-10,241
29
$1.92M 0.47%
69,838
+1,744
30
$1.91M 0.47%
25,155
+6,130
31
$1.58M 0.39%
75,450
+5,965
32
$1.58M 0.39%
75,518
+5,016
33
$1.52M 0.37%
30,707
+13,002
34
$1.46M 0.36%
15,685
+4,867
35
$1.41M 0.35%
+28,371
36
$1.29M 0.32%
23,237
+549
37
$1.28M 0.31%
11,845
-658
38
$1.26M 0.31%
10,747
+59
39
$1.22M 0.3%
+20,031
40
$1.15M 0.28%
33,922
+1,981
41
$1.14M 0.28%
37,302
-10,627
42
$1.14M 0.28%
45,100
+4,527
43
$1.13M 0.28%
46,920
+4,339
44
$1.09M 0.27%
30,153
+4,080
45
$1.09M 0.27%
20,688
+1,828
46
$1.08M 0.26%
39,048
+10,926
47
$1.07M 0.26%
4,770
+830
48
$1.07M 0.26%
41,563
+4,806
49
$1.05M 0.26%
22,673
-95
50
$1.04M 0.26%
42,262
+4,478
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