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
$430M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.68M
3
+$2.23M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.83M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.69M

Top Sells

1
+$1.27M
2
+$650K
3
+$622K
4
FM
iShares Frontier and Select EM ETF
FM
+$614K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$497K

Sector Composition

1 Technology 1.19%
2 Consumer Staples 0.71%
3 Industrials 0.51%
4 Healthcare 0.5%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.07%
2,862
+502
102
$306K 0.07%
5,380
-1,234
103
$303K 0.07%
+4,512
104
$301K 0.07%
5,114
105
$256K 0.06%
4,900
106
$248K 0.06%
+3,080
107
$235K 0.05%
+2,044
108
$230K 0.05%
+4,648
109
$225K 0.05%
+1,650
110
$214K 0.05%
6,460
111
$213K 0.05%
2,671
112
$210K 0.05%
+3,784
113
$202K 0.05%
+3,534
114
– –
-1
115
– –
-1,690
1 2 3 4
5