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
$320M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.25M
3
+$1.2M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M

Top Sells

1
+$2.71M
2
+$641K
3
+$603K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$445K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$365K

Sector Composition

1 Technology 0.81%
2 Industrials 0.42%
3 Energy 0.27%
4 Consumer Staples 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.8M 21.51%
863,988
+16,892
2
$41.4M 12.94%
495,806
+14,400
3
$24.6M 7.7%
483,349
+6,138
4
$21.4M 6.68%
3,186,900
+186,624
5
$20.9M 6.54%
773,932
-16,452
6
$16.1M 5.03%
491,368
+28,755
7
$12M 3.74%
154,749
-2,291
8
$11.3M 3.55%
171,420
+15,181
9
$9.57M 2.99%
85,052
-5,694
10
$7.63M 2.39%
192,886
+22,570
11
$7.01M 2.19%
66,789
+64
12
$5.78M 1.81%
71,949
-33,752
13
$4.67M 1.46%
96,098
+18,262
14
$4.21M 1.32%
40,306
+5,540
15
$4.21M 1.32%
48,054
-720
16
$3.97M 1.24%
130,128
+35,914
17
$2.21M 0.69%
41,996
-6,938
18
$1.93M 0.6%
77,142
+34,000
19
$1.8M 0.56%
30,869
+732
20
$1.7M 0.53%
30,629
-2,760
21
$1.65M 0.52%
64,940
+37,548
22
$1.48M 0.46%
67,627
+26,324
23
$1.48M 0.46%
97,264
+2,474
24
$1.47M 0.46%
69,146
+26,879
25
$1.46M 0.46%
70,276
+27,231
1
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