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
$320M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.25M
3
+$1.2M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M

Top Sells

1
+$2.71M
2
+$641K
3
+$603K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$445K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$365K

Sector Composition

1 Technology 0.81%
2 Industrials 0.42%
3 Energy 0.27%
4 Consumer Staples 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.19%
20,267
-20,135
52
$580K 0.18%
74,081
+280
53
$561K 0.18%
4,902
+503
54
$553K 0.17%
8,069
-88
55
$546K 0.17%
13,387
+79
56
$531K 0.17%
5,315
+37
57
$523K 0.16%
6,923
-346
58
$515K 0.16%
10,612
+66
59
$511K 0.16%
24,462
+1,173
60
$506K 0.16%
18,928
+5,834
61
$502K 0.16%
18,808
+5,768
62
$489K 0.15%
19,169
+5,857
63
$468K 0.15%
17,546
+4,612
64
$458K 0.14%
3,768
-250
65
$458K 0.14%
17,260
+4,558
66
$454K 0.14%
+14,768
67
$451K 0.14%
16,922
+4,256
68
$438K 0.14%
7,750
+1,158
69
$415K 0.13%
5,974
+786
70
$368K 0.12%
+18,738
71
$354K 0.11%
4,378
+27
72
$338K 0.11%
75,022
-4,000
73
$317K 0.1%
8,242
+400
74
$316K 0.1%
6,946
+25
75
$311K 0.1%
+11,966
1 2
3
4