EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$133M
3
+$47.1M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.6M

Top Sells

1
+$14.2M
2
+$8.48M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.76M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
276
Intuit
INTU
$122B
$1.52M 0.03%
2,299
-93
TRV icon
277
Travelers Companies
TRV
$65.4B
$1.52M 0.03%
5,231
-776
NOW icon
278
ServiceNow
NOW
$119B
$1.49M 0.03%
9,744
-1,641
VYMI icon
279
Vanguard International High Dividend Yield ETF
VYMI
$17.7B
$1.49M 0.03%
16,560
+242
PCAR icon
280
PACCAR
PCAR
$60.7B
$1.43M 0.03%
13,066
+53
ORI icon
281
Old Republic International
ORI
$9.85B
$1.43M 0.03%
31,323
+9,746
UMMA icon
282
Wahed Dow Jones Islamic World ETF
UMMA
$207M
$1.43M 0.03%
48,263
LIN icon
283
Linde
LIN
$229B
$1.41M 0.03%
3,309
-1,095
NOC icon
284
Northrop Grumman
NOC
$104B
$1.4M 0.03%
2,450
+34
IEI icon
285
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$1.39M 0.03%
11,672
+3,226
SMCI icon
286
Super Micro Computer
SMCI
$18.5B
$1.39M 0.03%
47,527
+7,581
AXS icon
287
AXIS Capital
AXS
$7.46B
$1.38M 0.02%
12,884
+6,548
AEP icon
288
American Electric Power
AEP
$72.3B
$1.38M 0.02%
11,947
+3,991
SGOV icon
289
iShares 0-3 Month Treasury Bond ETF
SGOV
$78.2B
$1.37M 0.02%
13,674
+7,622
ASML icon
290
ASML
ASML
$519B
$1.36M 0.02%
1,273
+237
AMT icon
291
American Tower
AMT
$86B
$1.36M 0.02%
7,753
-439
CPRX icon
292
Catalyst Pharmaceutical
CPRX
$2.84B
$1.34M 0.02%
57,550
+5,394
JBL icon
293
Jabil
JBL
$26.5B
$1.33M 0.02%
5,827
-602
MSI icon
294
Motorola Solutions
MSI
$78.4B
$1.32M 0.02%
3,445
-301
SNA icon
295
Snap-on
SNA
$19.1B
$1.32M 0.02%
3,823
+1,710
SPLV icon
296
Invesco S&P 500 Low Volatility ETF
SPLV
$8.02B
$1.31M 0.02%
18,328
-825
COF icon
297
Capital One
COF
$112B
$1.31M 0.02%
5,385
-375
SPSM icon
298
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.8B
$1.3M 0.02%
27,812
CRVS icon
299
Corvus Pharmaceuticals
CRVS
$1.28B
$1.29M 0.02%
167,400
-1,800
CTSH icon
300
Cognizant
CTSH
$28.9B
$1.28M 0.02%
15,430
+10,568
10 11
12
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