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
$506M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.83M
3
+$4.61M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.35M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.07M

Top Sells

1
+$1.54M
2
+$1.36M
3
+$1.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$749K
5
AAPL icon
Apple
AAPL
+$556K

Sector Composition

1 Technology 3.46%
2 Financials 1.93%
3 Consumer Discretionary 1.43%
4 Consumer Staples 1.18%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$748K 0.15%
20,499
+1,694
77
$726K 0.14%
15,453
+2,357
78
$716K 0.14%
7,087
+209
79
$713K 0.14%
9,550
+625
80
$709K 0.14%
+27,328
81
$698K 0.14%
12,000
82
$692K 0.14%
4,062
+950
83
$675K 0.13%
13,080
+1,960
84
$667K 0.13%
9,573
+454
85
$667K 0.13%
12,854
-5,186
86
$665K 0.13%
6,085
-90
87
$661K 0.13%
19,713
-2,337
88
$646K 0.13%
5,875
+1,223
89
$620K 0.12%
36,762
+10,392
90
$591K 0.12%
11,400
+820
91
$580K 0.11%
+5,792
92
$576K 0.11%
3,923
-100
93
$571K 0.11%
19,056
-2,607
94
$530K 0.1%
+2,197
95
$528K 0.1%
6,728
-259
96
$520K 0.1%
19,322
-1,140
97
$516K 0.1%
5,176
+621
98
$507K 0.1%
3,340
-173
99
$506K 0.1%
10,690
+2,760
100
$497K 0.1%
10,873
+1,029
2 3
4
5 6