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
126
$258K 0.06%
4,815
+288
127
$257K 0.06%
7,493
-315
128
$256K 0.05%
+1,626
129
$253K 0.05%
6,998
130
$249K 0.05%
4,064
+124
131
$247K 0.05%
2,446
+217
132
$247K 0.05%
1,120
+49
133
$247K 0.05%
5,137
+180
134
$246K 0.05%
+1,296
135
$239K 0.05%
13,131
136
$232K 0.05%
+2,351
137
$225K 0.05%
5,070
138
$224K 0.05%
+3,040
139
$222K 0.05%
+10,576
140
$217K 0.05%
1,633
-83
141
$216K 0.05%
8,780
-250
142
$215K 0.05%
1,084
-37
143
$212K 0.05%
19,680
-324
144
$205K 0.04%
11,172
145
$205K 0.04%
+4,794
146
$204K 0.04%
+4,339
147
$202K 0.04%
3,812
-600
148
$159K 0.03%
+11,052
149
$109K 0.02%
22,200
150
$40K 0.01%
+51
3 4 5
6
7