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
$413M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.25M
3
+$1.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.33M

Top Sells

1
+$8.65M
2
+$6.7M
3
+$1.68M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$753K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$483K

Sector Composition

1 Technology 0.96%
2 Consumer Staples 0.49%
3 Industrials 0.46%
4 Healthcare 0.34%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.19%
30,233
+2,694
52
$792K 0.19%
29,742
+2,677
53
$777K 0.19%
29,459
+2,631
54
$765K 0.19%
28,601
+2,787
55
$763K 0.18%
6,210
+1,480
56
$725K 0.18%
10,915
+7
57
$724K 0.18%
27,119
+2,900
58
$690K 0.17%
15,566
+128
59
$673K 0.16%
26,959
-67,265
60
$671K 0.16%
26,119
+2,989
61
$665K 0.16%
5,479
+11
62
$624K 0.15%
5,271
63
$600K 0.15%
7,162
+131
64
$587K 0.14%
2,961
+14
65
$557K 0.13%
8,008
-316
66
$525K 0.13%
10,826
+19
67
$522K 0.13%
4,374
+787
68
$488K 0.12%
28,621
+177
69
$477K 0.12%
12,654
+2,756
70
$459K 0.11%
3,266
71
$459K 0.11%
14,970
-4,816
72
$428K 0.1%
+5,128
73
$401K 0.1%
18,534
-1,338
74
$375K 0.09%
8,094
+21
75
$375K 0.09%
6,614
-1,151
1 2
3
4 5