EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$13.2M
2
+$11.6M
3
+$10.4M
4
KRT icon
Karat Packaging
KRT
+$7.96M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.47M

Top Sells

1
+$17.1M
2
+$4.8M
3
+$4.25M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.95M
5
ADBE icon
Adobe
ADBE
+$2.27M

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
476
– –
-5,582
477
– –
-2
478
– –
-7,663
479
– –
-25,000
480
– –
-10,000
481
– –
-11,701
482
– –
-1,337
483
– –
-5,014
484
– –
-18,268
485
– –
-1,039
486
– –
-2,458
16 17 18 19
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