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
$417M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4M
3
+$961K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$953K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$950K

Top Sells

1
+$3.21M
2
+$2.29M
3
+$978K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$775K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$527K

Sector Composition

1 Technology 0.65%
2 Communication Services 0.45%
3 Industrials 0.43%
4 Consumer Staples 0.31%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.08%
4,160
-90
77
$347K 0.08%
13,901
78
$341K 0.08%
4,088
+16
79
$332K 0.08%
7,018
-5,636
80
$322K 0.08%
+2,876
81
$314K 0.08%
5,291
-50
82
$312K 0.07%
7,451
-860
83
$302K 0.07%
5,114
84
$286K 0.07%
2,725
-547
85
$286K 0.07%
6,460
86
$283K 0.07%
20,000
87
$270K 0.06%
2,748
88
$267K 0.06%
6,583
89
$261K 0.06%
4,900
90
$249K 0.06%
2,360
91
$247K 0.06%
1,643
-691
92
$243K 0.06%
3,108
+3
93
$230K 0.06%
1,517
-598
94
$229K 0.05%
+4,183
95
$218K 0.05%
1
96
$216K 0.05%
2,671
97
$211K 0.05%
+11,340
98
$210K 0.05%
+1,690
99
$200K 0.05%
1,301
-354
100
– –
-2,421
1 2 3
4
5