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
201
$968K 0.05%
37,042
-407
202
$956K 0.05%
11,676
+498
203
$939K 0.05%
11,981
+1,148
204
$932K 0.05%
7,320
-1,804
205
$926K 0.05%
7,432
-1,911
206
$924K 0.05%
16,497
-809
207
$922K 0.05%
1,961
-460
208
$914K 0.05%
6,356
+1,099
209
$904K 0.05%
80,740
+40,383
210
$890K 0.05%
22,041
-415
211
$871K 0.05%
11,510
-300
212
$865K 0.05%
34,806
+1,850
213
$860K 0.05%
19,582
+7,007
214
$857K 0.04%
29,064
+1,500
215
$839K 0.04%
39,484
-1,306
216
$838K 0.04%
13,786
+290
217
$836K 0.04%
26,511
-1,184
218
$835K 0.04%
6,168
+1,334
219
$827K 0.04%
10,103
+119
220
$820K 0.04%
5,000
+1,210
221
$797K 0.04%
11,525
+4,828
222
$795K 0.04%
31,058
+1,773
223
$788K 0.04%
31,727
+3,560
224
$782K 0.04%
9,544
-649
225
$768K 0.04%
3,559
+121
7 8
9
10 11