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
$466M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.35M
3
+$2.77M
4
PG icon
Procter & Gamble
PG
+$2.17M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.06M

Top Sells

1
+$1.93M
2
+$1.58M
3
+$816K
4
SPLK
Splunk Inc
SPLK
+$433K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$280K

Sector Composition

1 Technology 3.06%
2 Consumer Discretionary 1.28%
3 Consumer Staples 1.2%
4 Financials 0.89%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 0.63%
88,459
+1,082
27
$2.42M 0.52%
86,741
+3,667
28
$2.09M 0.45%
16,699
+826
29
$2.09M 0.45%
13,423
+8,285
30
$1.99M 0.43%
54,692
+3,930
31
$1.94M 0.42%
46,099
-920
32
$1.94M 0.42%
42,058
+2,828
33
$1.87M 0.4%
88,671
-9,865
34
$1.85M 0.4%
30,516
+1,044
35
$1.84M 0.39%
44,607
-710
36
$1.79M 0.38%
84,820
-6,797
37
$1.78M 0.38%
16,709
-396
38
$1.72M 0.37%
62,012
-2,334
39
$1.72M 0.37%
80,709
-13,061
40
$1.65M 0.35%
25,502
-840
41
$1.57M 0.34%
54,228
+3,999
42
$1.54M 0.33%
72,901
-7,822
43
$1.41M 0.3%
24,499
-1,876
44
$1.35M 0.29%
30,830
45
$1.33M 0.29%
17,894
-367
46
$1.24M 0.26%
58,333
-7,119
47
$1.2M 0.26%
4,447
-685
48
$1.12M 0.24%
53,707
-8,330
49
$1.1M 0.24%
3,729
+632
50
$1.02M 0.22%
21,153
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