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
$407M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$3.26M
3
+$3.24M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.95M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.94M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.35M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$975K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$606K

Sector Composition

1 Technology 2.01%
2 Financials 1.04%
3 Industrials 0.68%
4 Healthcare 0.58%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.07%
+5,212
102
$293K 0.07%
2,802
+577
103
$289K 0.07%
+3,381
104
$283K 0.07%
6,836
-250
105
$278K 0.07%
5,535
-703
106
$272K 0.07%
3,937
+1
107
$271K 0.07%
+2,013
108
$270K 0.07%
3,120
109
$261K 0.06%
9,825
-159
110
$261K 0.06%
8,478
+2,098
111
$251K 0.06%
+5,033
112
$247K 0.06%
2,106
-1,717
113
$244K 0.06%
1
114
$243K 0.06%
2,360
-188
115
$236K 0.06%
+2,737
116
$234K 0.06%
+1,813
117
$231K 0.06%
+2,602
118
$207K 0.05%
+5,220
119
$206K 0.05%
22,200
120
$206K 0.05%
+2,047
121
$205K 0.05%
+1,953
122
$202K 0.05%
+8,092
123
$83K 0.02%
15,415
+401
124
– –
-37,795
125
– –
-12,111
2 3 4
5
6