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
$411M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.43M
3
+$1.37M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.11M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M

Top Sells

1
+$1.07M
2
+$788K
3
+$585K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$506K

Sector Composition

1 Technology 2.21%
2 Financials 0.92%
3 Healthcare 0.78%
4 Industrials 0.74%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.48%
92,005
-5,092
27
$1.91M 0.46%
89,721
-5,682
28
$1.9M 0.46%
83,795
-4,550
29
$1.85M 0.45%
86,120
-4,342
30
$1.77M 0.43%
64,264
-930
31
$1.71M 0.42%
30,367
-3,006
32
$1.68M 0.41%
78,825
-2,905
33
$1.65M 0.4%
+50,762
34
$1.63M 0.4%
16,905
+7,228
35
$1.6M 0.39%
40,985
+4,637
36
$1.6M 0.39%
27,652
-414
37
$1.36M 0.33%
63,581
-6,156
38
$1.34M 0.33%
27,760
-1,040
39
$1.33M 0.32%
39,342
-324
40
$1.33M 0.32%
14,265
-500
41
$1.28M 0.31%
5,262
+527
42
$1.27M 0.31%
5,271
+173
43
$1.26M 0.31%
59,944
-5,193
44
$1.24M 0.3%
46,311
+5,172
45
$1.24M 0.3%
18,294
-829
46
$1.17M 0.28%
10,667
-137
47
$1.12M 0.27%
10,708
+276
48
$1.09M 0.27%
20,684
+436
49
$1.01M 0.25%
21,153
50
$985K 0.24%
16,894
-2,305
1
2
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