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
$506M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$4.83M
3
+$4.61M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.35M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.07M

Top Sells

1
+$1.54M
2
+$1.36M
3
+$1.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$749K
5
AAPL icon
Apple
AAPL
+$556K

Sector Composition

1 Technology 3.46%
2 Financials 1.93%
3 Consumer Discretionary 1.43%
4 Consumer Staples 1.18%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.1%
7,871
-721
102
$488K 0.1%
3,328
+1,274
103
$483K 0.1%
4,810
+329
104
$477K 0.09%
12,235
+1,515
105
$475K 0.09%
9,831
+5,492
106
$446K 0.09%
9,268
+608
107
$414K 0.08%
+5,233
108
$405K 0.08%
+6,827
109
$400K 0.08%
4,201
+1,850
110
$398K 0.08%
5,172
-43
111
$395K 0.08%
6,372
+2,376
112
$387K 0.08%
12,744
+2,153
113
$380K 0.08%
3,818
+146
114
$377K 0.07%
4,343
115
$371K 0.07%
+1,626
116
$363K 0.07%
4,812
+564
117
$362K 0.07%
23,485
118
$351K 0.07%
9,060
-440
119
$346K 0.07%
15,781
+5,205
120
$346K 0.07%
6,033
+1,000
121
$343K 0.07%
6,352
+324
122
$342K 0.07%
1,863
+382
123
$337K 0.07%
3,089
+91
124
$330K 0.07%
+1,362
125
$327K 0.06%
+10,912
3 4
5
6 7