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
126
$2M 0.1%
100,095
+2,378
127
$1.98M 0.1%
87,976
+22,072
128
$1.95M 0.1%
23,586
+450
129
$1.92M 0.1%
4,225
+1,089
130
$1.89M 0.1%
101,603
+2,393
131
$1.85M 0.1%
11,335
+572
132
$1.85M 0.1%
20,923
-346
133
$1.84M 0.1%
10,543
+1,612
134
$1.82M 0.1%
70,292
-12,582
135
$1.77M 0.09%
126,840
-5,619
136
$1.74M 0.09%
35,421
+10,655
137
$1.73M 0.09%
3,420
+93
138
$1.7M 0.09%
19,513
+2,682
139
$1.7M 0.09%
72,250
+2,490
140
$1.69M 0.09%
7,900
-2,125
141
$1.68M 0.09%
13,825
-822
142
$1.67M 0.09%
6,499
-286
143
$1.65M 0.09%
15,753
+731
144
$1.65M 0.09%
21,751
+3,730
145
$1.63M 0.09%
15,637
-1,852
146
$1.63M 0.09%
26,645
+769
147
$1.63M 0.09%
19,583
-5,871
148
$1.62M 0.09%
4,776
+345
149
$1.56M 0.08%
2,827
+4
150
$1.55M 0.08%
7,560
+8
4 5
6
7 8