EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+2.19%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$766M
AUM Growth
+$78.3M
(+11%)
Cap. Flow
+$65.6M
Cap. Flow
% of AUM
8.57%
Top 10 Holdings %
Top 10 Hldgs %
54.46%
Holding
272
New
41
Increased
110
Reduced
83
Closed
9
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$7.69M |
| 2 |
Reliance Steel & Aluminium
RS
|
$5.75M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.36M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.28M |
| 5 |
Netflix
NFLX
|
$3.09M |
Top Sells
| 1 |
US Bancorp
USB
|
$1.77M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$774K |
| 3 |
Advanced Micro Devices
AMD
|
$760K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$675K |
| 5 |
Home Depot
HD
|
$558K |
Sector Composition
| 1 | Technology | 5.44% |
| 2 | Financials | 2.22% |
| 3 | Consumer Discretionary | 2.17% |
| 4 | Industrials | 1.84% |
| 5 | Healthcare | 1.83% |
