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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.68M
3
+$2.24M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.85M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.7M

Top Sells

1
+$1.28M
2
+$661K
3
+$638K
4
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$632K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$513K

Sector Composition

1 Technology 1.19%
2 Consumer Staples 0.71%
3 Industrials 0.51%
4 Healthcare 0.5%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.11%
3,067
77
$471K 0.11%
27,679
-937
78
$463K 0.11%
21,340
+10,000
79
$463K 0.11%
15,127
+51
80
$460K 0.11%
4,034
+1,309
81
$442K 0.1%
3,823
82
$421K 0.1%
+9,707
83
$414K 0.1%
17,634
+186
84
$403K 0.09%
9,864
+688
85
$401K 0.09%
2,971
+1,454
86
$394K 0.09%
+5,919
87
$384K 0.09%
2,469
+1,168
88
$369K 0.09%
9,410
+2,827
89
$367K 0.09%
6,847
-171
90
$364K 0.08%
+1,053
91
$353K 0.08%
6,502
+2,319
92
$351K 0.08%
2,531
+888
93
$347K 0.08%
13,901
94
$346K 0.08%
+5,630
95
$334K 0.08%
4,114
+26
96
$322K 0.07%
2,748
97
$322K 0.07%
20,000
98
$320K 0.07%
5,298
+7
99
$309K 0.07%
7,456
+5
100
$309K 0.07%
+3,168
1 2 3
4
5