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
$407M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$3.26M
3
+$3.24M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.95M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.94M

Top Sells

1
+$1.95M
2
+$1.77M
3
+$1.35M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$975K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$606K

Sector Composition

1 Technology 2.01%
2 Financials 1.04%
3 Industrials 0.68%
4 Healthcare 0.58%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.7M 20.31%
1,042,406
+23,899
2
$51.6M 12.66%
602,013
+13,138
3
$43.2M 10.61%
879,543
+65,984
4
$32.7M 8.03%
387,317
+15,533
5
$21.6M 5.31%
781,635
+45,855
6
$17.5M 4.29%
411,317
+19,214
7
$10.4M 2.56%
126,293
+4,549
8
$10.4M 2.55%
1,171,632
-68,316
9
$9.75M 2.39%
95,219
+51
10
$8.18M 2.01%
170,700
+130,368
11
$5.56M 1.36%
51,359
+17,909
12
$5.1M 1.25%
182,282
-48,338
13
$4.42M 1.09%
40,117
+1,684
14
$4.27M 1.05%
37,029
-532
15
$4.26M 1.04%
37,608
-884
16
$4.24M 1.04%
164,460
+8,334
17
$3.26M 0.8%
+89,275
18
$3.15M 0.77%
53,046
+32,864
19
$3.08M 0.75%
49,482
+6,254
20
$2.48M 0.61%
85,696
-24
21
$2.4M 0.59%
53,919
-1,151
22
$2.3M 0.57%
106,855
+10,005
23
$2.22M 0.54%
104,807
+4,820
24
$2.2M 0.54%
97,339
+3,597
25
$2.19M 0.54%
87,956
+5,983
1
2 3 4 5