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
$1.91B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.4M
3
+$9.37M
4
KRT icon
Karat Packaging
KRT
+$7.03M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.37M

Top Sells

1
+$16.3M
2
+$4.68M
3
+$4.13M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.84M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.85M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 3.26%
3 Healthcare 3%
4 Financials 2.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 0.78%
889,118
+54,776
27
$13.9M 0.73%
301,808
+123,416
28
$13.9M 0.73%
134,435
+8,820
29
$12.8M 0.67%
275,739
+1,689
30
$12.2M 0.64%
71,496
+2,606
31
$11.9M 0.62%
326,836
+29,953
32
$11.8M 0.62%
249,388
+2,018
33
$11.8M 0.62%
209,879
+55,320
34
$11.4M 0.6%
118,967
+4,247
35
$11.2M 0.59%
68,765
-323
36
$11.2M 0.59%
68,414
+427
37
$10.9M 0.57%
587,131
+53,932
38
$10.7M 0.56%
755,565
-46,920
39
$9.97M 0.52%
69,428
+16,684
40
$9.36M 0.49%
52,130
+1,297
41
$9.22M 0.48%
472,716
+49,884
42
$9.06M 0.47%
237,419
+56,420
43
$8.99M 0.47%
87,629
-27,706
44
$8.93M 0.47%
558,628
+439,575
45
$8.66M 0.45%
90,077
+63,005
46
$8.21M 0.43%
86,055
+19,999
47
$8.08M 0.42%
78,668
-13,202
48
$8.02M 0.42%
256,189
+88,711
49
$7.93M 0.42%
331,086
+87,126
50
$7.86M 0.41%
172,646
+47,951
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