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
251
$1.08M 0.03%
38,243
+370
252
$1.08M 0.03%
11,969
+396
253
$1.07M 0.03%
44,593
+2,400
254
$1.04M 0.03%
6,156
-1,726
255
$1.04M 0.03%
1,365
+1,078
256
$1.03M 0.03%
24,619
+1,830
257
$995K 0.03%
7,573
-390
258
$987K 0.03%
14,736
-2,937
259
$981K 0.03%
1,405
-2,303
260
$964K 0.03%
4,266
+15
261
$958K 0.03%
10,172
+1,904
262
$927K 0.03%
12,036
+981
263
$910K 0.03%
14,984
-816
264
$906K 0.03%
5,056
+391
265
$903K 0.03%
11,695
+3,242
266
$891K 0.03%
1,919
-215
267
$888K 0.03%
18,800
-2,115
268
$881K 0.03%
9,825
-112
269
$869K 0.03%
27,960
-10,971
270
$869K 0.03%
6,384
+1,345
271
$863K 0.03%
8,034
-110
272
$822K 0.02%
+1,585
273
$818K 0.02%
8,930
-12,652
274
$802K 0.02%
9,498
-1,275
275
$801K 0.02%
30,714
+1,870
9 10
11
12 13