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
126
– –
-9,764
127
– –
-1,620
128
– –
-16,750
129
– –
-11,060
130
– –
-88,208
2 3 4 5
6