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
$430M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.68M
3
+$2.23M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.83M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.69M

Top Sells

1
+$1.27M
2
+$650K
3
+$622K
4
FM
iShares Frontier and Select EM ETF
FM
+$614K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$497K

Sector Composition

1 Technology 1.19%
2 Consumer Staples 0.71%
3 Industrials 0.51%
4 Healthcare 0.5%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.9M 19.26%
1,041,517
+28,048
2
$51.6M 11.99%
605,035
+21,430
3
$33.1M 7.68%
4,021,902
-3,114
4
$27.7M 6.43%
568,126
+55,138
5
$27M 6.28%
318,555
+4,752
6
$20.1M 4.68%
974,292
+168,354
7
$16.5M 3.84%
221,461
+2,710
8
$15.5M 3.61%
392,091
+5,556
9
$12.2M 2.84%
254,270
+11,737
10
$11M 2.57%
381,877
+58,357
11
$10.8M 2.5%
113,526
-3,539
12
$6.92M 1.61%
61,759
-2,423
13
$6.06M 1.41%
60,721
-6,505
14
$5.25M 1.22%
48,522
+958
15
$4.8M 1.11%
176,946
-46,860
16
$4.33M 1.01%
40,439
-372
17
$4.19M 0.97%
151,126
+9,222
18
$3.8M 0.88%
146,898
+796
19
$3.7M 0.86%
150,705
+991
20
$2.53M 0.59%
113,722
-16,204
21
$2.51M 0.58%
110,197
-13,696
22
$2.41M 0.56%
111,129
-17,236
23
$2.3M 0.54%
108,367
-13,337
24
$2.28M 0.53%
29,153
+19,278
25
$2.27M 0.53%
44,463
-8,812
1
2 3 4 5