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
$411M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.43M
3
+$1.37M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.11M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M

Top Sells

1
+$1.07M
2
+$788K
3
+$585K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$506K

Sector Composition

1 Technology 2.21%
2 Financials 0.92%
3 Healthcare 0.78%
4 Industrials 0.74%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.08%
6,936
+22
102
$328K 0.08%
3,686
+422
103
$326K 0.08%
5,521
-408
104
$319K 0.08%
3,485
+696
105
$313K 0.08%
5,033
106
$301K 0.07%
4,248
107
$297K 0.07%
10,241
+725
108
$295K 0.07%
3,937
109
$293K 0.07%
2,380
-1,834
110
$290K 0.07%
4,143
111
$287K 0.07%
2,489
112
$284K 0.07%
8,300
-10,520
113
$271K 0.07%
4,425
+416
114
$260K 0.06%
+3,493
115
$254K 0.06%
+1,656
116
$248K 0.06%
5,413
+23
117
$240K 0.06%
7,522
-156
118
$229K 0.06%
2,550
-53
119
$228K 0.06%
15,141
+360
120
$227K 0.06%
+4,957
121
$225K 0.05%
2,200
122
$220K 0.05%
+1,873
123
$220K 0.05%
13,131
124
$215K 0.05%
2,292
125
$212K 0.05%
5,070
2 3 4
5
6