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
276
$789K 0.02%
3,126
+26
277
$786K 0.02%
2,784
+389
278
$786K 0.02%
14,492
+654
279
$772K 0.02%
5,879
-5,486
280
$762K 0.02%
33,164
+43
281
$742K 0.02%
5,694
-859
282
$738K 0.02%
19,187
-6,870
283
$730K 0.02%
+11,254
284
$727K 0.02%
54,719
+4,308
285
$722K 0.02%
8,336
+1,142
286
$720K 0.02%
1,678
287
$708K 0.02%
2,263
-11
288
$707K 0.02%
9,543
+944
289
$697K 0.02%
3,729
-600
290
$695K 0.02%
3,260
+322
291
$692K 0.02%
10,150
292
$686K 0.02%
7,869
+2,211
293
$686K 0.02%
11,211
+1,208
294
$681K 0.02%
37,933
295
$673K 0.02%
3,892
+1,781
296
$671K 0.02%
3,331
+308
297
$668K 0.02%
4,206
+658
298
$667K 0.02%
5,410
+4
299
$660K 0.02%
2,267
-202
300
$660K 0.02%
7,001
+111
10 11
12
13 14