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
151
$1.55M 0.08%
21,755
+3,549
152
$1.55M 0.08%
19,606
+793
153
$1.54M 0.08%
80,532
+3,146
154
$1.54M 0.08%
8,805
-93,327
155
$1.53M 0.08%
4,720
-592
156
$1.52M 0.08%
20,277
-4,390
157
$1.52M 0.08%
128,052
158
$1.51M 0.08%
68,430
+2,646
159
$1.51M 0.08%
37,461
-1,486
160
$1.45M 0.08%
51,296
+292
161
$1.44M 0.08%
29,549
-1,837
162
$1.4M 0.07%
75,393
-5,430
163
$1.4M 0.07%
16,868
-91
164
$1.37M 0.07%
61,460
-5,540
165
$1.36M 0.07%
8,272
-590
166
$1.36M 0.07%
34,067
+1,429
167
$1.34M 0.07%
15,618
+528
168
$1.34M 0.07%
29,574
+1,840
169
$1.34M 0.07%
11,048
+380
170
$1.32M 0.07%
13,720
+7,021
171
$1.31M 0.07%
55,867
-4,343
172
$1.3M 0.07%
43,049
+6,544
173
$1.28M 0.07%
+105,692
174
$1.27M 0.07%
13,420
+2,305
175
$1.25M 0.07%
5,523
-319
5 6
7
8 9