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
$506M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

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
176
-6,998