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
301
$650K 0.02%
+6,887
302
$648K 0.02%
50,000
303
$648K 0.02%
7,504
-9
304
$647K 0.02%
27,906
+1,167
305
$645K 0.02%
+7,279
306
$639K 0.02%
30,171
+4,156
307
$637K 0.02%
115,402
-9,758
308
$637K 0.02%
28,003
+1,159
309
$636K 0.02%
17,149
-1,858
310
$636K 0.02%
27,699
+156
311
$632K 0.02%
418
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312
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+8,904
313
$631K 0.02%
29,110
+1,197
314
$630K 0.02%
3,827
-229
315
$630K 0.02%
28,302
+344
316
$627K 0.02%
1,860
+196
317
$623K 0.02%
3,516
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318
$622K 0.02%
3,806
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319
$609K 0.02%
5,528
-103
320
$608K 0.02%
3,905
321
$597K 0.02%
13,349
-2,433
322
$596K 0.02%
8,695
-54
323
$581K 0.02%
4,522
-348
324
$578K 0.02%
10,947
-3
325
$577K 0.02%
9,960
+2,495
11 12
13
14 15