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
$506M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.83M
3
+$4.61M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.35M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.07M

Top Sells

1
+$1.54M
2
+$1.36M
3
+$1.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$749K
5
AAPL icon
Apple
AAPL
+$556K

Sector Composition

1 Technology 3.46%
2 Financials 1.93%
3 Consumer Discretionary 1.43%
4 Consumer Staples 1.18%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.28%
30,830
52
$1.4M 0.28%
18,994
+1,100
53
$1.4M 0.28%
+12,345
54
$1.2M 0.24%
7,531
+4,344
55
$1.19M 0.24%
58,501
+4,794
56
$1.19M 0.23%
+58,541
57
$1.03M 0.2%
35,346
+17,902
58
$995K 0.2%
21,153
59
$967K 0.19%
39,749
+1,103
60
$944K 0.19%
37,581
+1,152
61
$934K 0.18%
19,525
+789
62
$930K 0.18%
38,217
+1,606
63
$924K 0.18%
13,908
+1,179
64
$919K 0.18%
4,878
+1,355
65
$906K 0.18%
36,777
+1,696
66
$893K 0.18%
29,565
+4,730
67
$892K 0.18%
6,285
68
$889K 0.18%
13,491
+2,707
69
$888K 0.18%
36,245
+2,047
70
$882K 0.17%
4,421
+3,337
71
$878K 0.17%
6,852
+535
72
$831K 0.16%
15,828
+6,737
73
$816K 0.16%
7,608
-1,372
74
$793K 0.16%
15,671
+1,865
75
$752K 0.15%
4,812
+2,976
1 2
3
4 5