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
$413M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.25M
3
+$1.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.33M

Top Sells

1
+$8.65M
2
+$6.7M
3
+$1.68M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$753K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$483K

Sector Composition

1 Technology 0.96%
2 Consumer Staples 0.49%
3 Industrials 0.46%
4 Healthcare 0.34%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.08%
4,431
+116
77
$336K 0.08%
7,012
+18
78
$334K 0.08%
12,051
79
$330K 0.08%
4,029
-1,651
80
$317K 0.08%
7,608
-5,986
81
$310K 0.08%
5,239
+71
82
$293K 0.07%
2,748
83
$291K 0.07%
1,605
+335
84
$287K 0.07%
6,016
+77
85
$284K 0.07%
2,664
+301
86
$281K 0.07%
6,579
+3
87
$278K 0.07%
2,181
+270
88
$273K 0.07%
3,072
89
$267K 0.06%
5,114
+70
90
$265K 0.06%
+2,112
91
$233K 0.06%
4,000
+12
92
$233K 0.06%
2,360
-190
93
$231K 0.06%
3,089
+6
94
$225K 0.05%
+4,900
95
$219K 0.05%
+2,854
96
$218K 0.05%
+6,460
97
$218K 0.05%
4,129
-1,318
98
$215K 0.05%
+2,282
99
$213K 0.05%
2,811
+140
100
$211K 0.05%
+3,737
1 2 3
4
5