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
$417M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4M
3
+$961K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$953K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$950K

Top Sells

1
+$3.21M
2
+$2.29M
3
+$978K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$775K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$527K

Sector Composition

1 Technology 0.65%
2 Communication Services 0.45%
3 Industrials 0.43%
4 Consumer Staples 0.31%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,012
102
– –
-4,922
103
– –
-2,465
104
– –
-12,051
105
– –
-32,000
1 2 3 4
5