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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
$5.75B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$37.4M
3
+$24.7M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$18.7M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$17M

Top Sells

1
+$51.3M
2
+$6.76M
3
+$3.72M
4
GLW icon
Corning
GLW
+$3.58M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.46M

Sector Composition

1 Technology 16.07%
2 Financials 3.67%
3 Communication Services 3.2%
4 Consumer Discretionary 3.11%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDAQ icon
226
Nasdaq
NDAQ
$50.3B
$2.44M 0.04%
28,715
+3,431
SANM icon
227
Sanmina
SANM
$13.7B
$2.44M 0.04%
18,784
+3,753
CP icon
228
Canadian Pacific Kansas City
CP
$80B
$2.42M 0.04%
30,823
-3,828
LNG icon
229
Cheniere Energy
LNG
$50.6B
$2.41M 0.04%
8,503
+509
IWM icon
230
iShares Russell 2000 ETF
IWM
$80.9B
$2.4M 0.04%
9,681
-72
LOW icon
231
Lowe's Companies
LOW
$124B
$2.39M 0.04%
10,120
-69
LMT icon
232
Lockheed Martin
LMT
$125B
$2.39M 0.04%
3,948
+2,493
FTNT icon
233
Fortinet
FTNT
$107B
$2.39M 0.04%
29,187
-104
C icon
234
Citigroup
C
$238B
$2.38M 0.04%
21,005
-3,423
EFA icon
235
iShares MSCI EAFE ETF
EFA
$77.5B
$2.37M 0.04%
24,411
+454
COP icon
236
ConocoPhillips
COP
$143B
$2.36M 0.04%
17,841
-457
EOG icon
237
EOG Resources
EOG
$72.8B
$2.29M 0.04%
15,851
+1,183
UNP icon
238
Union Pacific
UNP
$162B
$2.26M 0.04%
9,325
-2,109
PANW icon
239
Palo Alto Networks
PANW
$228B
$2.25M 0.04%
14,012
-1,464
DIA icon
240
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$2.24M 0.04%
4,845
+3,278
UBER icon
241
Uber
UBER
$140B
$2.24M 0.04%
31,137
-608
SUSB icon
242
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.26B
$2.18M 0.04%
86,965
+1,444
WSR
243
Whitestone REIT
WSR
$980M
$2.17M 0.04%
134,060
+12,930
HON icon
244
Honeywell
HON
$140B
$2.11M 0.04%
9,347
-2,721
SNA icon
245
Snap-on
SNA
$20.1B
$2.09M 0.04%
5,744
+1,921
DIS icon
246
Walt Disney
DIS
$174B
$2.04M 0.04%
21,211
+6,445
RELY icon
247
Remitly
RELY
$4.02B
$2.03M 0.04%
+129,664
CMF icon
248
iShares California Muni Bond ETF
CMF
$4.44B
$2M 0.03%
35,210
-4,034
AXS icon
249
AXIS Capital
AXS
$7.48B
$1.95M 0.03%
19,266
+6,382
VEU icon
250
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$1.95M 0.03%
25,982
+11,128
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