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
$466M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.35M
3
+$2.77M
4
PG icon
Procter & Gamble
PG
+$2.17M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.06M

Top Sells

1
+$1.93M
2
+$1.58M
3
+$816K
4
SPLK
Splunk Inc
SPLK
+$433K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$280K

Sector Composition

1 Technology 3.06%
2 Consumer Discretionary 1.28%
3 Consumer Staples 1.2%
4 Financials 0.89%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.14%
21,663
+4,706
77
$614K 0.13%
8,592
+4,899
78
$606K 0.13%
11,317
-2
79
$601K 0.13%
20,462
+1,088
80
$601K 0.13%
+13,096
81
$595K 0.13%
4,023
+40
82
$582K 0.12%
11,120
83
$567K 0.12%
6,777
-42
84
$562K 0.12%
3,187
+414
85
$557K 0.12%
10,580
+380
86
$553K 0.12%
6,987
-19,950
87
$541K 0.12%
3,112
+69
88
$536K 0.11%
3,513
+938
89
$497K 0.11%
4,652
+1,031
90
$487K 0.1%
17,444
+23
91
$482K 0.1%
4,481
92
$473K 0.1%
9,091
+2
93
$465K 0.1%
9,844
+1,501
94
$458K 0.1%
4,555
-162
95
$449K 0.1%
26,370
+3,424
96
$449K 0.1%
+17,964
97
$423K 0.09%
10,720
+190
98
$416K 0.09%
8,660
+63
99
$401K 0.09%
5,215
+1,072
100
$390K 0.08%
3,193
+231
2 3
4
5 6