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
151
$21K ﹤0.01%
+377
152
-1,658
153
-1,996
154
-6,519
155
-31,718
156
-85,417