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
$417M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4M
3
+$961K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$953K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$950K

Top Sells

1
+$3.21M
2
+$2.29M
3
+$978K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$775K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$527K

Sector Composition

1 Technology 0.65%
2 Communication Services 0.45%
3 Industrials 0.43%
4 Consumer Staples 0.31%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$909K 0.22%
22,645
52
$809K 0.19%
9,875
+30
53
$787K 0.19%
29,787
+1,398
54
$786K 0.19%
30,094
+213
55
$780K 0.19%
29,615
+161
56
$746K 0.18%
15,015
-656
57
$730K 0.18%
28,134
+1,227
58
$718K 0.17%
8,578
59
$685K 0.16%
10,025
-760
60
$664K 0.16%
26,297
+438
61
$652K 0.16%
5,487
-634
62
$606K 0.15%
4,393
-1,009
63
$601K 0.14%
13,430
-2,213
64
$597K 0.14%
4,810
-183
65
$503K 0.12%
+19,711
66
$490K 0.12%
3,067
-200
67
$469K 0.11%
4,469
-439
68
$465K 0.11%
3,823
+2,063
69
$464K 0.11%
15,076
+61
70
$452K 0.11%
10,633
+1,262
71
$440K 0.11%
28,616
-931
72
$431K 0.1%
2,073
-1,933
73
$419K 0.1%
17,448
-1,098
74
$381K 0.09%
6,614
75
$375K 0.09%
9,176
1 2
3
4 5