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
151
$236K 0.05%
10,785
+2,005
152
$234K 0.05%
5,137
153
$233K 0.05%
6,205
-1,050
154
$232K 0.05%
3,588
-3,189
155
$232K 0.05%
+4,030
156
$222K 0.04%
4,640
+828
157
$221K 0.04%
5,070
158
$214K 0.04%
+2,170
159
$212K 0.04%
1,636
+3
160
$210K 0.04%
19,710
+30
161
$210K 0.04%
+2,829
162
$207K 0.04%
11,172
163
$207K 0.04%
1,760
-763
164
$204K 0.04%
4,887
+93
165
$201K 0.04%
+800
166
$139K 0.03%
+20,000
167
$74K 0.01%
23,200
+1,000
168
$38K 0.01%
+20,356
169
$31K 0.01%
51
170
$17K ﹤0.01%
+500
171
$16K ﹤0.01%
377
172
– –
-2,705
173
– –
-3,040
174
– –
-17,964
175
– –
-6,998
4 5 6
7
8