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
$409M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.75M
3
+$1.47M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M

Top Sells

1
+$9.66M
2
+$7.05M
3
+$2.75M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$997K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$777K

Sector Composition

1 Technology 0.92%
2 Industrials 0.5%
3 Consumer Staples 0.41%
4 Energy 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.09%
8,311
+217
77
$347K 0.08%
13,901
-13,058
78
$340K 0.08%
4,922
+491
79
$335K 0.08%
4,072
+43
80
$308K 0.08%
3,272
+200
81
$303K 0.07%
2,334
+153
82
$300K 0.07%
2,115
+3
83
$297K 0.07%
5,341
+102
84
$292K 0.07%
5,114
85
$278K 0.07%
6,583
+4
86
$276K 0.07%
12,051
87
$273K 0.07%
6,460
88
$259K 0.06%
2,748
89
$258K 0.06%
2,465
-199
90
$254K 0.06%
1,655
+50
91
$250K 0.06%
+4,900
92
$245K 0.06%
3,105
+16
93
$244K 0.06%
2,360
94
$236K 0.06%
4,012
+12
95
$226K 0.06%
1
96
$225K 0.06%
+2,421
97
$220K 0.05%
+32,000
98
$214K 0.05%
2,671
-140
99
$210K 0.05%
1,760
100
$200K 0.05%
20,000
1 2 3
4
5