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
$407M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$3.26M
3
+$3.24M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.95M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.94M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.35M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$975K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$606K

Sector Composition

1 Technology 2.01%
2 Financials 1.04%
3 Industrials 0.68%
4 Healthcare 0.58%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$516K 0.13%
13,819
+2,868
77
$487K 0.12%
15,156
+5,300
78
$476K 0.12%
4,132
+944
79
$467K 0.11%
3,192
-26
80
$457K 0.11%
3,059
-889
81
$451K 0.11%
9,289
82
$444K 0.11%
6,460
+884
83
$428K 0.11%
30,932
-2,958
84
$427K 0.1%
+10,747
85
$416K 0.1%
8,115
+3,886
86
$402K 0.1%
3,284
-286
87
$398K 0.1%
+11,847
88
$388K 0.1%
+3,209
89
$366K 0.09%
2,303
+260
90
$358K 0.09%
6,605
91
$357K 0.09%
6,530
+2,840
92
$355K 0.09%
23,485
93
$347K 0.09%
13,901
94
$339K 0.08%
+4,196
95
$339K 0.08%
7,228
-777
96
$338K 0.08%
2,935
+663
97
$330K 0.08%
9,985
+1,290
98
$311K 0.08%
4,348
-63
99
$302K 0.07%
5,658
+319
100
$301K 0.07%
5,929
+380
2 3
4
5 6