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
$411M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.15M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Top Sells

1
+$6.7M
2
+$2.3M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.61M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$1.37M

Sector Composition

1 Technology 1.25%
2 Healthcare 0.5%
3 Industrials 0.46%
4 Energy 0.45%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.05%
+6,659
102
$201K 0.05%
20,000
103
$200K 0.05%
+2,005
104
$183K 0.04%
+13,865
105
– –
-1,053
106
– –
-6,094
107
– –
-8,390
108
– –
-2,400
109
– –
-4,010
110
– –
-5,894
111
– –
-2,930
112
– –
-4,648
113
– –
-5,380
114
– –
-4,512
115
– –
-7,047
116
– –
-5,419
117
– –
-35,302
118
– –
-100,571
1 2 3 4
5