We are live on ! Find out more
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
CTSH icon
326
Cognizant
CTSH
$24.7B
$1.11M 0.02%
18,171
+2,741
SHY icon
327
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.11M 0.02%
13,470
-324
OKE icon
328
Oneok
OKE
$57.1B
$1.11M 0.02%
12,243
-88
TDY icon
329
Teledyne Technologies
TDY
$29B
$1.11M 0.02%
1,828
+65
IUSG icon
330
iShares Core S&P US Growth ETF
IUSG
$31.4B
$1.1M 0.02%
7,122
-100
ASX icon
331
ASE Group
ASX
$83.6B
$1.1M 0.02%
50,952
+10,198
RL icon
332
Ralph Lauren
RL
$24B
$1.1M 0.02%
3,203
+809
HWM icon
333
Howmet Aerospace
HWM
$106B
$1.09M 0.02%
4,742
+880
UVE icon
334
Universal Insurance Holdings
UVE
$1.06B
$1.08M 0.02%
31,671
+7,891
JAZZ icon
335
Jazz Pharmaceuticals
JAZZ
$14.5B
$1.07M 0.02%
5,665
+1,133
UNM icon
336
Unum
UNM
$14.8B
$1.07M 0.02%
14,589
+4,497
SYF icon
337
Synchrony
SYF
$24.7B
$1.06M 0.02%
15,656
+7,707
SUSC icon
338
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$1.06M 0.02%
45,852
+647
G icon
339
Genpact
G
$5.43B
$1.06M 0.02%
28,389
+5,586
ALKS icon
340
Alkermes
ALKS
$7.38B
$1.05M 0.02%
29,805
+4,991
BHP icon
341
BHP
BHP
$231B
$1.05M 0.02%
14,465
+1,975
PLAB icon
342
Photronics
PLAB
$1.87B
$1.05M 0.02%
25,956
+2,548
EMB icon
343
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$1.05M 0.02%
11,153
-1,386
HPQ icon
344
HP
HPQ
$23.1B
$1.04M 0.02%
54,222
-16,482
CDNS icon
345
Cadence Design Systems
CDNS
$106B
$1.04M 0.02%
3,743
+2,186
FPEI icon
346
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.89B
$1.03M 0.02%
54,392
-5,309
FLEX icon
347
Flex
FLEX
$54.9B
$1.03M 0.02%
15,685
+6,062
CIEN icon
348
Ciena
CIEN
$63.1B
$1.02M 0.02%
2,637
+1,660
DD icon
349
DuPont de Nemours
DD
$19.5B
$1.02M 0.02%
22,345
+6,321
PAHC icon
350
Phibro Animal Health
PAHC
$1.28B
$1.02M 0.02%
18,497
+655
12 13
14
15 16