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
$466M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.35M
3
+$2.77M
4
PG icon
Procter & Gamble
PG
+$2.17M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.06M

Top Sells

1
+$1.93M
2
+$1.58M
3
+$816K
4
SPLK
Splunk Inc
SPLK
+$433K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$280K

Sector Composition

1 Technology 3.06%
2 Consumer Discretionary 1.28%
3 Consumer Staples 1.2%
4 Financials 0.89%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.22%
10,785
-2,985
52
$982K 0.21%
8,980
-952
53
$943K 0.2%
18,040
+1,478
54
$942K 0.2%
38,646
-1,249
55
$930K 0.2%
12,111
+101
56
$914K 0.2%
36,429
-1,069
57
$898K 0.19%
36,611
-1,376
58
$884K 0.19%
6,285
59
$883K 0.19%
6,317
+1,287
60
$875K 0.19%
35,081
-1,083
61
$852K 0.18%
34,198
-1,493
62
$850K 0.18%
18,736
+1,805
63
$796K 0.17%
12,729
+1,705
64
$794K 0.17%
8,296
+501
65
$755K 0.16%
22,050
66
$755K 0.16%
24,835
-241
67
$746K 0.16%
8,925
+2,629
68
$729K 0.16%
13,806
69
$713K 0.15%
10,784
+282
70
$705K 0.15%
6,175
71
$702K 0.15%
6,878
-1,012
72
$689K 0.15%
18,805
+2,370
73
$682K 0.15%
12,000
74
$656K 0.14%
3,523
+57
75
$641K 0.14%
9,119
+396
1 2
3
4 5