We are live on ! Find out more
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
PBP icon
251
Invesco S&P 500 BuyWrite ETF
PBP
$344M
$1.94M 0.03%
88,159
-2,275
USB icon
252
US Bancorp
USB
$91.8B
$1.93M 0.03%
37,182
+5,429
LOAR icon
253
Loar Holdings
LOAR
$6.37B
$1.93M 0.03%
33,703
TMO icon
254
Thermo Fisher Scientific
TMO
$174B
$1.93M 0.03%
3,923
-896
PHM icon
255
Pultegroup
PHM
$23.5B
$1.92M 0.03%
16,300
+5,519
LIN icon
256
Linde
LIN
$242B
$1.92M 0.03%
3,865
+556
LAUR icon
257
Laureate Education
LAUR
$5.15B
$1.9M 0.03%
54,505
+6,246
IJH icon
258
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.89M 0.03%
27,986
-1,724
DGS icon
259
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.82B
$1.88M 0.03%
31,360
+396
ACWI icon
260
iShares MSCI ACWI ETF
ACWI
$32.5B
$1.88M 0.03%
13,611
+457
EW icon
261
Edwards Lifesciences
EW
$49B
$1.85M 0.03%
23,164
+578
AEP icon
262
American Electric Power
AEP
$70.3B
$1.8M 0.03%
13,733
+1,786
TRV icon
263
Travelers Companies
TRV
$64.7B
$1.79M 0.03%
6,147
+916
COF icon
264
Capital One
COF
$115B
$1.78M 0.03%
9,735
+4,350
FAST icon
265
Fastenal
FAST
$53.5B
$1.73M 0.03%
37,315
+22,571
ASML icon
266
ASML
ASML
$718B
$1.73M 0.03%
1,307
+34
CCL icon
267
Carnival Corporation Ltd
CCL
$40.4B
$1.72M 0.03%
66,509
+2,125
CL icon
268
Colgate-Palmolive
CL
$71.6B
$1.69M 0.03%
19,799
-2,079
AFL icon
269
Aflac
AFL
$60B
$1.68M 0.03%
15,344
-2,961
NOC icon
270
Northrop Grumman
NOC
$78.2B
$1.67M 0.03%
2,444
-6
JBL icon
271
Jabil
JBL
$40.6B
$1.64M 0.03%
6,191
+364
NXT icon
272
Nextpower Inc
NXT
$18.3B
$1.64M 0.03%
13,639
+780
CPRX icon
273
Catalyst Pharmaceutical
CPRX
$3.84B
$1.64M 0.03%
66,223
+8,673
WELL icon
274
Welltower
WELL
$151B
$1.63M 0.03%
8,239
+3,444
GLD icon
275
SPDR Gold Trust
GLD
$139B
$1.63M 0.03%
3,784
-449
9 10
11
12 13