EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.25M
3
+$1.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.33M

Top Sells

1
+$8.65M
2
+$6.7M
3
+$1.68M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$753K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$483K

Sector Composition

1 Technology 0.96%
2 Consumer Staples 0.49%
3 Industrials 0.46%
4 Healthcare 0.34%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.05%
+2,064
102
$208K 0.05%
1,760
103
$207K 0.05%
+1
104
$170K 0.04%
20,000
105
– –
-2,000
106
– –
-8,640
107
– –
-5,959
108
– –
-1,986
109
– –
-2,119
110
– –
-40,022
1 2 3 4
5