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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.41M
3
+$1.37M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.11M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.06M

Top Sells

1
+$1.06M
2
+$788K
3
+$586K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$576K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$499K

Sector Composition

1 Technology 2.21%
2 Financials 0.92%
3 Healthcare 0.78%
4 Industrials 0.74%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.2M 21.24%
1,090,057
+17,154
2
$55M 13.39%
628,536
+9,860
3
$36.9M 8.98%
749,255
+21,528
4
$30.2M 7.35%
357,176
-5,397
5
$20.9M 5.1%
418,581
+3,258
6
$18M 4.39%
644,714
+20,306
7
$10.7M 2.61%
128,904
+3,323
8
$9.67M 2.35%
87,102
-3,121
9
$8.82M 2.15%
916,536
-111,558
10
$8.17M 1.99%
168,407
-12,056
11
$5.95M 1.45%
209,474
+38,948
12
$4.96M 1.21%
45,014
-1,611
13
$4.75M 1.16%
38,205
-600
14
$4.63M 1.13%
177,310
+8,380
15
$4.56M 1.11%
39,891
-195
16
$3.28M 0.8%
47,525
+2,958
17
$3.26M 0.79%
28,707
-3,318
18
$3.13M 0.76%
75,798
-12,245
19
$3.1M 0.76%
86,232
+16,616
20
$2.6M 0.63%
42,112
-1,956
21
$2.56M 0.62%
32,822
+1,910
22
$2.56M 0.62%
89,460
+639
23
$2.17M 0.53%
108,182
+71,371
24
$2.09M 0.51%
84,124
-10,051
25
$2.02M 0.49%
47,019
1
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