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
$506M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.83M
3
+$4.61M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.35M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.07M

Top Sells

1
+$1.54M
2
+$1.36M
3
+$1.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$749K
5
AAPL icon
Apple
AAPL
+$556K

Sector Composition

1 Technology 3.46%
2 Financials 1.93%
3 Consumer Discretionary 1.43%
4 Consumer Staples 1.18%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.54%
33,055
-2,261
27
$2.62M 0.52%
42,234
-12,081
28
$2.48M 0.49%
86,251
-490
29
$2.38M 0.47%
8,955
+4,508
30
$2.14M 0.42%
35,159
+4,643
31
$1.96M 0.39%
37,719
-4,339
32
$1.88M 0.37%
50,774
-3,918
33
$1.86M 0.37%
+9,966
34
$1.86M 0.37%
11,598
-1,825
35
$1.83M 0.36%
66,754
+4,742
36
$1.83M 0.36%
28,056
+2,554
37
$1.82M 0.36%
86,239
-2,432
38
$1.8M 0.36%
85,764
+944
39
$1.79M 0.35%
44,569
-38
40
$1.78M 0.35%
84,386
+3,677
41
$1.77M 0.35%
23,108
+10,997
42
$1.74M 0.34%
39,039
-7,060
43
$1.74M 0.34%
18,089
+9,793
44
$1.7M 0.34%
5,173
+1,444
45
$1.66M 0.33%
16,054
-655
46
$1.56M 0.31%
75,017
+16,684
47
$1.54M 0.3%
17,904
+7,119
48
$1.47M 0.29%
25,300
+801
49
$1.44M 0.29%
52,650
-1,578
50
$1.43M 0.28%
12,509
-4,190
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