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
$407M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$3.26M
3
+$3.24M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.95M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.94M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.35M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$975K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$606K

Sector Composition

1 Technology 2.01%
2 Financials 1.04%
3 Industrials 0.68%
4 Healthcare 0.58%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.26%
42,982
+4,319
52
$1.04M 0.26%
4,651
+195
53
$1.03M 0.25%
6,822
+788
54
$978K 0.24%
10,511
55
$940K 0.23%
+11,830
56
$835K 0.2%
9,932
-99
57
$783K 0.19%
5,028
+1,104
58
$714K 0.18%
19,040
+2,340
59
$705K 0.17%
31,889
+6,447
60
$699K 0.17%
8,145
-317
61
$691K 0.17%
12,878
+6
62
$680K 0.17%
11,325
+2,346
63
$676K 0.17%
23,220
+6,622
64
$655K 0.16%
+6,465
65
$654K 0.16%
12,727
+178
66
$653K 0.16%
7,668
+1,775
67
$644K 0.16%
6,453
-590
68
$625K 0.15%
10,824
+296
69
$610K 0.15%
+20,020
70
$599K 0.15%
3,743
+574
71
$590K 0.14%
29,050
+26
72
$573K 0.14%
4,840
+2,249
73
$571K 0.14%
30,070
-17,464
74
$544K 0.13%
5,219
+660
75
$544K 0.13%
6,032
-517
1 2
3
4 5