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
326
$573K 0.02%
24,000
327
$565K 0.02%
1,883
+178
328
$552K 0.02%
4,764
+131
329
$550K 0.02%
3,725
-798
330
$550K 0.02%
+5,462
331
$543K 0.02%
+5,916
332
$527K 0.02%
5,763
333
$523K 0.02%
1,251
+203
334
$520K 0.02%
5,309
-1,141
335
$519K 0.02%
1,305
-468
336
$516K 0.02%
4,850
+70
337
$515K 0.02%
32,723
+13,294
338
$513K 0.02%
1,128
-111
339
$509K 0.02%
12,399
-64
340
$506K 0.02%
1,718
-44
341
$501K 0.02%
3,072
-152
342
$500K 0.02%
7,140
-468
343
$498K 0.02%
895
-10
344
$497K 0.02%
11,845
+432
345
$495K 0.01%
1,186
-61
346
$494K 0.01%
3,523
-1,147
347
$492K 0.01%
+5,127
348
$491K 0.01%
2,374
+86
349
$491K 0.01%
11,412
-40
350
$486K 0.01%
13,699
+3,220
12 13
14
15 16