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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
FNDA icon
351
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$1.02M 0.02%
31,535
-4,893
SOXX icon
352
iShares Semiconductor ETF
SOXX
$40.1B
$1.02M 0.02%
3,111
-905
SDY icon
353
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$1.02M 0.02%
6,956
-1,421
DHT icon
354
DHT Holdings
DHT
$2.83B
$1.01M 0.02%
55,524
+7,284
AEE icon
355
Ameren
AEE
$30.2B
$1.01M 0.02%
9,203
+1,358
CF icon
356
CF Industries
CF
$16.8B
$1.01M 0.02%
7,752
+3,868
JKHY icon
357
Jack Henry & Associates
JKHY
$9.11B
$1M 0.02%
+6,359
INTU icon
358
Intuit
INTU
$75.7B
$996K 0.02%
2,303
+4
BOX icon
359
Box
BOX
$3.52B
$995K 0.02%
42,110
+345
EXPE icon
360
Expedia Group
EXPE
$27B
$984K 0.02%
4,260
+833
CRWD icon
361
CrowdStrike
CRWD
$174B
$983K 0.02%
2,519
+283
CVS icon
362
CVS Health
CVS
$130B
$983K 0.02%
13,690
+4,639
BSX icon
363
Boston Scientific
BSX
$69.7B
$979K 0.02%
15,599
-7,861
SHOP icon
364
Shopify
SHOP
$140B
$977K 0.02%
8,234
+465
WSM icon
365
Williams-Sonoma
WSM
$26.3B
$974K 0.02%
5,341
+727
IVLU icon
366
iShares MSCI Intl Value Factor ETF
IVLU
$4.3B
$969K 0.02%
24,425
CRM icon
367
Salesforce
CRM
$136B
$966K 0.02%
5,176
-3,070
ET icon
368
Energy Transfer Partners
ET
$65.6B
$955K 0.02%
49,507
+9,821
MNST icon
369
Monster Beverage
MNST
$90.8B
$949K 0.02%
13,096
+4,908
PTCT icon
370
PTC Therapeutics
PTCT
$6.23B
$944K 0.02%
13,851
+1,217
CRUS icon
371
Cirrus Logic
CRUS
$8.28B
$943K 0.02%
6,521
+2,936
MPC icon
372
Marathon Petroleum
MPC
$76.9B
$942K 0.02%
3,856
-333
NKE icon
373
Nike
NKE
$66.5B
$929K 0.02%
17,581
-1,758
COR icon
374
Cencora
COR
$54.8B
$926K 0.02%
2,947
-295
IVE icon
375
iShares S&P 500 Value ETF
IVE
$48B
$923K 0.02%
4,371
+412
13 14
15
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