EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$5.98M
2
+$3.36M
3
+$2.81M
4
PG icon
Procter & Gamble
PG
+$2.13M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.07M

Top Sells

1
+$1.93M
2
+$1.59M
3
+$816K
4
SPLK
Splunk Inc
SPLK
+$433K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$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
151
$21K ﹤0.01%
+377
152
– –
-1,996
153
– –
-6,519
154
– –
-31,718
155
– –
-85,417
156
– –
-1,658
3 4 5 6
7