EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+4.78%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$905M
AUM Growth
+$85M
(+10%)
Cap. Flow
+$53M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
50.96%
Holding
340
New
60
Increased
149
Reduced
91
Closed
16
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$21.9M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.58M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.81M |
| 4 |
Advanced Micro Devices
AMD
|
$4.59M |
| 5 |
Apple
AAPL
|
$3.98M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$20.3M |
| 2 |
US Bancorp
USB
|
$2.59M |
| 3 |
Intel
INTC
|
$2.23M |
| 4 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$2.14M |
| 5 |
Las Vegas Sands
LVS
|
$1.31M |
Sector Composition
| 1 | Technology | 7.61% |
| 2 | Financials | 2.65% |
| 3 | Consumer Discretionary | 2.24% |
| 4 | Healthcare | 2.22% |
| 5 | Industrials | 2.07% |
