EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
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
State Street 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
126
$326K 0.06%
5,147
+1,083
127
$321K 0.06%
7,391
+1,194
128
$321K 0.06%
+939
129
$316K 0.06%
9,392
+1,899
130
$304K 0.06%
3,329
+65
131
$299K 0.06%
+1
132
$299K 0.06%
6,457
-146
133
$299K 0.06%
1,395
+275
134
$298K 0.06%
+24,609
135
$297K 0.06%
4,158
+60
136
$297K 0.06%
2,019
137
$293K 0.06%
5,633
+818
138
$281K 0.06%
17,208
+324
139
$280K 0.06%
2,323
-870
140
$277K 0.05%
+6,452
141
$268K 0.05%
15,289
+4,237
142
$264K 0.05%
+15,276
143
$264K 0.05%
14,985
+1,854
144
$263K 0.05%
+3,020
145
$259K 0.05%
1,456
+160
146
$259K 0.05%
2,696
+250
147
$254K 0.05%
2,122
-250
148
$252K 0.05%
2,218
+18
149
$245K 0.05%
+6,400
150
$240K 0.05%
1,629
+3
4 5
6
7 8