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
$409M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.75M
3
+$1.47M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M

Top Sells

1
+$9.66M
2
+$7.05M
3
+$2.75M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$997K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$777K

Sector Composition

1 Technology 0.92%
2 Industrials 0.5%
3 Consumer Staples 0.41%
4 Energy 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.21%
41,839
-3,317
52
$829K 0.2%
4,006
+1,045
53
$775K 0.19%
21,592
-47
54
$773K 0.19%
29,881
-352
55
$763K 0.19%
29,454
-288
56
$748K 0.18%
15,671
+105
57
$742K 0.18%
5,402
+131
58
$741K 0.18%
6,121
-89
59
$741K 0.18%
10,785
-130
60
$737K 0.18%
28,389
-212
61
$725K 0.18%
8,578
-2,976
62
$694K 0.17%
15,643
+8,631
63
$692K 0.17%
26,907
-212
64
$644K 0.16%
25,859
-260
65
$611K 0.15%
4,993
-486
66
$551K 0.13%
4,908
+534
67
$529K 0.13%
29,547
+926
68
$520K 0.13%
3,267
+1
69
$519K 0.13%
12,654
70
$459K 0.11%
15,015
+45
71
$438K 0.11%
18,546
+12
72
$395K 0.1%
9,371
+3,355
73
$393K 0.1%
4,250
+1,968
74
$377K 0.09%
6,614
75
$367K 0.09%
9,176
+1,568
1 2
3
4 5