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
$466M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.35M
3
+$2.77M
4
PG icon
Procter & Gamble
PG
+$2.17M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.06M

Top Sells

1
+$1.93M
2
+$1.58M
3
+$816K
4
SPLK
Splunk Inc
SPLK
+$433K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$280K

Sector Composition

1 Technology 3.06%
2 Consumer Discretionary 1.28%
3 Consumer Staples 1.2%
4 Financials 0.89%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.08%
3,672
+1,680
102
$376K 0.08%
7,930
+2,200
103
$376K 0.08%
23,485
104
$363K 0.08%
9,500
105
$360K 0.08%
2,998
+464
106
$357K 0.08%
4,343
+406
107
$329K 0.07%
5,033
108
$323K 0.07%
6,603
+132
109
$316K 0.07%
1,836
+130
110
$314K 0.07%
6,028
+180
111
$314K 0.07%
10,591
+425
112
$308K 0.07%
3,264
113
$307K 0.07%
2,523
+423
114
$304K 0.07%
4,248
115
$301K 0.06%
2,054
-242
116
$300K 0.06%
+2,019
117
$294K 0.06%
+3,996
118
$291K 0.06%
+1,481
119
$288K 0.06%
16,884
+921
120
$284K 0.06%
6,197
+481
121
$275K 0.06%
7,255
+1,475
122
$270K 0.06%
2,372
-86
123
$269K 0.06%
+4,098
124
$262K 0.06%
+2,705
125
$258K 0.06%
2,200
3 4
5
6 7