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
$1.91B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.4M
3
+$9.37M
4
KRT icon
Karat Packaging
KRT
+$7.03M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.37M

Top Sells

1
+$16.3M
2
+$4.68M
3
+$4.13M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.84M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.85M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 3.26%
3 Healthcare 3%
4 Financials 2.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.93M 0.26%
173,732
+18,982
77
$4.88M 0.26%
175,679
+9,569
78
$4.85M 0.25%
175,389
-2,917
79
$4.75M 0.25%
390,890
+173,170
80
$4.58M 0.24%
13,965
+2,831
81
$4.55M 0.24%
36,992
+9,161
82
$4.44M 0.23%
46,374
-1,446
83
$4.18M 0.22%
104,416
+7,970
84
$4.1M 0.22%
26,787
+7,937
85
$4.04M 0.21%
48,990
-2,760
86
$4.03M 0.21%
15,064
-46
87
$3.91M 0.21%
278,286
+73,458
88
$3.71M 0.19%
163,930
-20,828
89
$3.69M 0.19%
42,263
+8,615
90
$3.68M 0.19%
38,260
+8,828
91
$3.6M 0.19%
44,359
+20,406
92
$3.46M 0.18%
147,511
+5,143
93
$3.44M 0.18%
43,302
+3,899
94
$3.38M 0.18%
103,858
+9,244
95
$3.37M 0.18%
37,521
-1,089
96
$3.36M 0.18%
130,369
+22,543
97
$3.07M 0.16%
89,830
+5,404
98
$3.06M 0.16%
125,888
+22,009
99
$2.94M 0.15%
114,126
+10,164
100
$2.87M 0.15%
12,426
+489
2 3
4
5 6