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
$320M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.25M
3
+$1.2M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M

Top Sells

1
+$2.71M
2
+$641K
3
+$603K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$445K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$365K

Sector Composition

1 Technology 0.81%
2 Industrials 0.42%
3 Energy 0.27%
4 Consumer Staples 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.09%
21,153
+32
77
$281K 0.09%
4,678
+760
78
$269K 0.08%
+5,452
79
$267K 0.08%
1,589
+130
80
$267K 0.08%
6,643
-3,661
81
$262K 0.08%
4,806
+82
82
$255K 0.08%
2,171
+75
83
$250K 0.08%
+5,354
84
$249K 0.08%
6,572
-485
85
$228K 0.07%
1,352
86
$227K 0.07%
+2,028
87
$202K 0.06%
+2,334
88
$176K 0.06%
20,000
89
– –
-1,104
90
– –
-1,760
1 2 3
4