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
$1.91B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.4M
3
+$9.37M
4
KRT icon
Karat Packaging
KRT
+$7.03M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.37M

Top Sells

1
+$16.3M
2
+$4.68M
3
+$4.13M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.84M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.85M

Sector Composition

1 Technology 8.15%
2 Consumer Discretionary 3.26%
3 Healthcare 3%
4 Financials 2.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.15%
+165,711
102
$2.82M 0.15%
22,306
+1,249
103
$2.8M 0.15%
284,862
+15,672
104
$2.79M 0.15%
54,286
+7,073
105
$2.77M 0.15%
21,469
+343
106
$2.73M 0.14%
38,047
+6,533
107
$2.73M 0.14%
146,096
+20,690
108
$2.68M 0.14%
6,949
+1,323
109
$2.66M 0.14%
65,807
+16,446
110
$2.65M 0.14%
139,934
-12,507
111
$2.55M 0.13%
20,431
+2,304
112
$2.52M 0.13%
50,421
-1,276
113
$2.42M 0.13%
27,000
-27
114
$2.38M 0.12%
61,222
+3,355
115
$2.37M 0.12%
54,618
-24,115
116
$2.37M 0.12%
28,069
+219
117
$2.36M 0.12%
24,511
+6,164
118
$2.27M 0.12%
108,706
+894
119
$2.25M 0.12%
43,947
+7,733
120
$2.21M 0.12%
104,473
-3,507
121
$2.2M 0.12%
107,766
-927
122
$2.13M 0.11%
9,420
-113
123
$2.11M 0.11%
48,253
+5,057
124
$2.09M 0.11%
38,580
-10,832
125
$2M 0.1%
27,592
+5,550
3 4
5
6 7