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
$1.91B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.4M
3
+$9.37M
4
KRT icon
Karat Packaging
KRT
+$7.03M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.37M

Top Sells

1
+$16.3M
2
+$4.68M
3
+$4.13M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.84M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.85M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 3.26%
3 Healthcare 3%
4 Financials 2.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.83M 0.41%
253,658
+25,183
52
$7.75M 0.41%
170,162
+11,031
53
$7.58M 0.4%
16,040
+1,631
54
$7.57M 0.4%
71,578
-9,214
55
$7.45M 0.39%
26,994
+4,207
56
$7.43M 0.39%
393,110
+4,472
57
$7.41M 0.39%
168,098
+22,468
58
$7.13M 0.37%
142,792
-25,035
59
$7.11M 0.37%
1,783
+532
60
$7.05M 0.37%
25,610
-5,997
61
$6.95M 0.36%
39,121
+20,243
62
$6.85M 0.36%
305,694
+14,530
63
$6.64M 0.35%
58,814
+16,469
64
$6.21M 0.33%
247,004
-7,912
65
$6.13M 0.32%
23,120
+179
66
$6.06M 0.32%
45,128
+10,978
67
$5.72M 0.3%
229,473
+16,316
68
$5.56M 0.29%
192,942
-2,690
69
$5.48M 0.29%
33,943
+6,957
70
$5.41M 0.28%
176,395
+16,594
71
$5.3M 0.28%
14,793
-222
72
$5.24M 0.27%
2,445
+188
73
$5.21M 0.27%
119,048
+20,303
74
$5.2M 0.27%
38,325
+6,242
75
$5.12M 0.27%
53,953
+5
1 2
3
4 5