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
$411M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.43M
3
+$1.37M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.11M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M

Top Sells

1
+$1.07M
2
+$788K
3
+$585K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$506K

Sector Composition

1 Technology 2.21%
2 Financials 0.92%
3 Healthcare 0.78%
4 Industrials 0.74%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$865K 0.21%
35,079
+484
52
$846K 0.21%
13,806
53
$840K 0.2%
6,491
+312
54
$830K 0.2%
32,679
+748
55
$821K 0.2%
33,052
+498
56
$787K 0.19%
31,270
+473
57
$781K 0.19%
11,238
-1,015
58
$773K 0.19%
30,470
+319
59
$771K 0.19%
8,848
+436
60
$759K 0.18%
22,050
-3,920
61
$757K 0.18%
24,705
62
$733K 0.18%
5,541
+698
63
$704K 0.17%
+15,000
64
$698K 0.17%
27,138
+411
65
$694K 0.17%
+5,465
66
$693K 0.17%
7,795
67
$683K 0.17%
4,963
+123
68
$649K 0.16%
12,000
69
$648K 0.16%
6,175
70
$648K 0.16%
6,993
-415
71
$647K 0.16%
8,103
+50
72
$646K 0.16%
10,602
-1,926
73
$645K 0.16%
22,618
+10,170
74
$624K 0.15%
15,211
+1,001
75
$612K 0.15%
3,094
+28
1 2
3
4 5