EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$5.57M
3
+$5.45M
4
RS icon
Reliance Steel & Aluminium
RS
+$4.98M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.95M

Top Sells

1
+$26.6M
2
+$12.5M
3
+$9.45M
4
CVX icon
Chevron
CVX
+$8.73M
5
XOM icon
Exxon Mobil
XOM
+$7.61M

Sector Composition

1 Technology 13.89%
2 Consumer Discretionary 3.31%
3 Healthcare 3.01%
4 Financials 2.58%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.31M 0.04%
3,759
-535
227
$1.3M 0.04%
22,125
-56
228
$1.27M 0.04%
19,865
+7,749
229
$1.27M 0.04%
12,985
-752
230
$1.26M 0.04%
6,154
+1,116
231
$1.26M 0.04%
2,950
+997
232
$1.25M 0.04%
15,655
-25
233
$1.24M 0.04%
10,008
+428
234
$1.24M 0.04%
12,083
+1,624
235
$1.24M 0.04%
3,485
-2
236
$1.23M 0.04%
+15,656
237
$1.22M 0.04%
+15,567
238
$1.22M 0.04%
+2,964
239
$1.21M 0.04%
43,775
-7,364
240
$1.21M 0.04%
18,393
+7,512
241
$1.21M 0.04%
+5,623
242
$1.21M 0.04%
2,305
-301
243
$1.2M 0.04%
42,056
+3,596
244
$1.18M 0.04%
6,199
+1,127
245
$1.18M 0.04%
27,450
+453
246
$1.15M 0.03%
2,390
+71
247
$1.13M 0.03%
24,274
248
$1.12M 0.03%
41,465
+3,723
249
$1.1M 0.03%
2,292
+1,445
250
$1.09M 0.03%
4,069
-224
8 9
10
11 12