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
$411M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.15M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Top Sells

1
+$6.7M
2
+$2.3M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.61M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.37M

Sector Composition

1 Technology 1.25%
2 Healthcare 0.5%
3 Industrials 0.46%
4 Energy 0.45%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.11%
3,823
77
$420K 0.1%
17,097
-16,140
78
$414K 0.1%
9,707
79
$386K 0.09%
3,811
+918
80
$381K 0.09%
2,357
-917
81
$377K 0.09%
3,585
-1,005
82
$357K 0.09%
6,149
+13
83
$353K 0.09%
5,649
-9,847
84
$346K 0.08%
13,901
85
$336K 0.08%
4,166
+27
86
$287K 0.07%
2,565
-160
87
$285K 0.07%
6,640
-2,772
88
$282K 0.07%
5,114
-36
89
$278K 0.07%
6,460
90
$275K 0.07%
2,677
-595
91
$264K 0.06%
2,522
-798
92
$252K 0.06%
+5,387
93
$252K 0.06%
1,919
-189
94
$251K 0.06%
7,923
+1,152
95
$246K 0.06%
3,937
+42
96
$239K 0.06%
3,245
-4,152
97
$228K 0.06%
4,519
-1,963
98
$225K 0.05%
1,559
-1,087
99
$223K 0.05%
7,719
-571
100
$216K 0.05%
4,629
-630
1 2 3
4
5