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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
PRDO icon
301
Perdoceo Education
PRDO
$2.13B
$1.31M 0.02%
35,178
+6,730
IEI icon
302
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$1.31M 0.02%
11,009
-663
SEIC icon
303
SEI Investments
SEIC
$10.8B
$1.3M 0.02%
16,566
+6,442
PLD icon
304
Prologis
PLD
$139B
$1.3M 0.02%
9,799
+1,630
FITB
305
Fifth Third Bancorp
FITB
$49.6B
$1.29M 0.02%
27,765
+18,357
ITW icon
306
Illinois Tool Works
ITW
$74.1B
$1.29M 0.02%
4,951
+1,809
SMCI icon
307
Super Micro Computer
SMCI
$18.3B
$1.29M 0.02%
56,524
+8,997
BKNG icon
308
Booking.com
BKNG
$128B
$1.27M 0.02%
7,525
-3,350
DHS icon
309
WisdomTree US High Dividend Fund
DHS
$1.51B
$1.26M 0.02%
11,557
-28
ECL icon
310
Ecolab
ECL
$74.7B
$1.26M 0.02%
4,731
+288
WM icon
311
Waste Management
WM
$88.1B
$1.25M 0.02%
5,451
+1,347
TWLO icon
312
Twilio
TWLO
$31B
$1.24M 0.02%
9,825
+2,301
WRLD icon
313
World Acceptance Corp
WRLD
$828M
$1.24M 0.02%
9,153
+2,306
EEMS icon
314
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$382M
$1.23M 0.02%
17,772
-34
ALL icon
315
Allstate
ALL
$57.1B
$1.22M 0.02%
5,899
-4,232
WPM icon
316
Wheaton Precious Metals
WPM
$52.7B
$1.22M 0.02%
9,308
-566
HG icon
317
Hamilton Insurance Group
HG
$3.17B
$1.2M 0.02%
40,305
+7,784
JMOM icon
318
JPMorgan US Momentum Factor ETF
JMOM
$2.44B
$1.2M 0.02%
17,677
+544
INSW icon
319
International Seaways
INSW
$4.06B
$1.18M 0.02%
16,224
+1,611
PGR icon
320
Progressive
PGR
$119B
$1.17M 0.02%
5,924
+1,331
APH icon
321
Amphenol
APH
$189B
$1.17M 0.02%
9,258
+2,709
TNK icon
322
Teekay Tankers
TNK
$2.61B
$1.15M 0.02%
15,627
+2,363
ROK icon
323
Rockwell Automation
ROK
$51.1B
$1.14M 0.02%
3,179
+144
SSRM icon
324
SSR Mining
SSRM
$5.65B
$1.14M 0.02%
38,826
+4,395
PFE icon
325
Pfizer
PFE
$149B
$1.12M 0.02%
39,918
+6,049
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