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
176
$1.22M 0.06%
21,852
+851
177
$1.22M 0.06%
58,448
-6,483
178
$1.21M 0.06%
5,400
-632
179
$1.21M 0.06%
96,507
180
$1.2M 0.06%
5,435
+1,532
181
$1.19M 0.06%
50,212
+126
182
$1.19M 0.06%
12,675
+5,072
183
$1.19M 0.06%
27,251
+5,455
184
$1.18M 0.06%
26,890
+6,066
185
$1.18M 0.06%
73,986
-29,811
186
$1.17M 0.06%
14,502
+2,925
187
$1.16M 0.06%
5,901
-374
188
$1.14M 0.06%
18,676
-428
189
$1.1M 0.06%
16,046
+4,833
190
$1.09M 0.06%
10,684
+839
191
$1.08M 0.06%
24,975
+2,199
192
$1.07M 0.06%
3,169
193
$1.02M 0.05%
11,685
+127
194
$1.01M 0.05%
1,999
-20
195
$1M 0.05%
10,336
+674
196
$1M 0.05%
4,828
197
$1M 0.05%
13,996
+3,939
198
$985K 0.05%
2,543
-50
199
$984K 0.05%
7,280
-265
200
$969K 0.05%
12,447
+2,050
6 7
8
9 10