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
$411M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.43M
3
+$1.37M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.11M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M

Top Sells

1
+$1.07M
2
+$788K
3
+$585K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$506K

Sector Composition

1 Technology 2.21%
2 Financials 0.92%
3 Healthcare 0.78%
4 Industrials 0.74%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.14%
9,033
-361
77
$588K 0.14%
11,317
-1,410
78
$553K 0.13%
16,435
+20
79
$545K 0.13%
3,610
+246
80
$537K 0.13%
+3,962
81
$524K 0.13%
3,042
82
$519K 0.13%
3,243
-422
83
$512K 0.12%
5,049
-409
84
$479K 0.12%
5,928
+467
85
$476K 0.12%
4,480
86
$475K 0.12%
10,460
+1,360
87
$439K 0.11%
9,440
+1,360
88
$433K 0.11%
9,269
-1,470
89
$425K 0.1%
17,518
+3,706
90
$420K 0.1%
8,687
-2,067
91
$412K 0.1%
17,605
-10,695
92
$409K 0.1%
8,157
+2,873
93
$405K 0.1%
10,952
-435
94
$404K 0.1%
3,271
+54
95
$401K 0.1%
8,249
-8,332
96
$391K 0.1%
2,774
+760
97
$382K 0.09%
24,046
+1,002
98
$369K 0.09%
23,485
99
$353K 0.09%
2,400
+120
100
$345K 0.08%
7,691
+895
2 3
4
5 6