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
$409M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.75M
3
+$1.47M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M

Top Sells

1
+$9.66M
2
+$7.05M
3
+$2.75M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$997K
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$777K

Sector Composition

1 Technology 0.92%
2 Industrials 0.5%
3 Consumer Staples 0.41%
4 Energy 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,900
102
– –
-3,737
103
– –
-5,128
104
– –
-2,064
105
– –
-2,854
106
– –
-4,129
107
– –
-130,623
108
– –
-29,459
1 2 3 4
5