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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
NUDM icon
276
Nuveen ESG International Developed Markets Equity ETF
NUDM
$690M
$1.62M 0.03%
44,930
+18,776
ORI icon
277
Old Republic International
ORI
$9.39B
$1.62M 0.03%
40,646
+9,323
CMCSA icon
278
Comcast
CMCSA
$87.5B
$1.58M 0.03%
55,193
+28,668
RSP icon
279
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$1.57M 0.03%
8,198
-504
SPGI icon
280
S&P Global
SPGI
$124B
$1.56M 0.03%
3,678
-1,584
MSI icon
281
Motorola Solutions
MSI
$68.4B
$1.56M 0.03%
3,590
+145
VYMI icon
282
Vanguard International High Dividend Yield ETF
VYMI
$19.7B
$1.55M 0.03%
16,399
-161
SCZ icon
283
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$1.54M 0.03%
19,584
-645
SHW icon
284
Sherwin-Williams
SHW
$78.3B
$1.53M 0.03%
4,772
-70
INBX icon
285
Inhibrx
INBX
$1.35B
$1.52M 0.03%
22,584
-299
A icon
286
Agilent Technologies
A
$36.7B
$1.51M 0.03%
13,215
+752
UMMA icon
287
Wahed Dow Jones Islamic World ETF
UMMA
$288M
$1.48M 0.03%
48,263
FOXA icon
288
Fox Class A
FOXA
$27.7B
$1.46M 0.03%
24,978
+1,877
IWF icon
289
iShares Russell 1000 Growth ETF
IWF
$126B
$1.46M 0.03%
13,656
-352
NVS icon
290
Novartis
NVS
$292B
$1.45M 0.03%
9,513
+1,137
AVA icon
291
Avista
AVA
$3.51B
$1.45M 0.03%
36,110
+7,922
SGOV icon
292
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$1.44M 0.03%
14,320
+646
PCAR icon
293
PACCAR
PCAR
$62.4B
$1.42M 0.02%
12,273
-793
ED icon
294
Consolidated Edison
ED
$39.7B
$1.39M 0.02%
12,309
+3,063
PNC icon
295
PNC Financial Services
PNC
$95.4B
$1.39M 0.02%
6,693
+4,013
SCHK icon
296
Schwab 1000 Index ETF
SCHK
$5.6B
$1.36M 0.02%
43,293
+36,460
SPSM icon
297
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$1.35M 0.02%
27,934
+122
UNH icon
298
UnitedHealth
UNH
$371B
$1.35M 0.02%
4,984
-2,199
SPLV icon
299
Invesco S&P 500 Low Volatility ETF
SPLV
$7.09B
$1.34M 0.02%
18,328
BKE icon
300
Buckle
BKE
$2.33B
$1.33M 0.02%
26,437
+6,763
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