EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
This Quarter Return
-0.88%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$506M
AUM Growth
+$506M
(+8.5%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
8.73%
Top 10 Holdings %
Top 10 Hldgs %
64.67%
Holding
176
New
25
Increased
96
Reduced
38
Closed
5
Top Buys
Top Sells
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$1.54M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.36M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.14M |
| 4 |
VanEck High Yield Muni ETF
HYD
|
$749K |
| 5 |
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% |