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
$413M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.25M
3
+$1.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.4M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.33M

Top Sells

1
+$8.65M
2
+$6.7M
3
+$1.68M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$753K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$483K

Sector Composition

1 Technology 0.96%
2 Consumer Staples 0.49%
3 Industrials 0.46%
4 Healthcare 0.34%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.8M 19.3%
999,061
+18,268
2
$49.1M 11.88%
572,727
+13,062
3
$30.9M 7.47%
3,941,736
+179,310
4
$19.8M 4.79%
234,549
+150,053
5
$18.9M 4.56%
696,642
-247,396
6
$16.7M 4.03%
559,909
-25,302
7
$16.3M 3.95%
227,150
+11,049
8
$15.8M 3.83%
397,942
+29,207
9
$12.1M 2.93%
242,027
+14,309
10
$12M 2.91%
236,430
-169,870
11
$11.4M 2.75%
125,889
-1,762
12
$10.5M 2.55%
213,450
+187,331
13
$8.38M 2.03%
74,793
-4,306
14
$8.04M 1.95%
268,767
+44,284
15
$7.12M 1.72%
68,664
-94
16
$6.43M 1.56%
58,637
+1,143
17
$4.54M 1.1%
44,851
-1,270
18
$4.11M 0.99%
144,574
+27,242
19
$3.86M 0.93%
148,990
+7,924
20
$2.9M 0.7%
129,961
+10,339
21
$2.79M 0.67%
128,155
+10,685
22
$2.75M 0.67%
130,623
+10,370
23
$2.67M 0.65%
117,269
+10,817
24
$2.57M 0.62%
67,967
+13,371
25
$2.53M 0.61%
119,590
+11,660
1
2 3 4 5