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
$411M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.15M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Top Sells

1
+$6.7M
2
+$2.3M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.61M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.37M

Sector Composition

1 Technology 1.25%
2 Healthcare 0.5%
3 Industrials 0.46%
4 Energy 0.45%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$931K 0.23%
35,987
+968
52
$889K 0.22%
35,631
+410
53
$847K 0.21%
5,673
+381
54
$838K 0.2%
35,422
+1,500
55
$817K 0.2%
10,021
+885
56
$816K 0.2%
24,411
+1,921
57
$808K 0.2%
10,177
-20,330
58
$783K 0.19%
34,440
+1,390
59
$763K 0.19%
33,902
+3,162
60
$694K 0.17%
19,758
-69
61
$683K 0.17%
5,571
-465
62
$671K 0.16%
13,247
-26,970
63
$665K 0.16%
14,220
-1,412
64
$656K 0.16%
8,420
+865
65
$633K 0.15%
16,773
-9,385
66
$633K 0.15%
3,092
-185
67
$580K 0.14%
+7,458
68
$555K 0.14%
4,407
-1,307
69
$548K 0.13%
9,136
+1,059
70
$510K 0.12%
30,279
+3,120
71
$498K 0.12%
3,067
72
$489K 0.12%
14,645
+254
73
$470K 0.11%
20,304
-6,987
74
$468K 0.11%
13,860
-8,820
75
$458K 0.11%
21,180
+423
1 2
3
4 5