EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$134M
3
+$47.2M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42.2M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.5M

Top Sells

1
+$14.2M
2
+$8.33M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDY icon
351
Teledyne Technologies
TDY
$29.2B
$900K 0.02%
1,763
+511
NULG icon
352
Nuveen ESG Large-Cap Growth ETF
NULG
$2.28B
$896K 0.02%
9,162
+2,907
BABA icon
353
Alibaba
BABA
$418B
$892K 0.02%
6,085
+2,807
WELL icon
354
Welltower
WELL
$128B
$890K 0.02%
4,795
-30
APH icon
355
Amphenol
APH
$184B
$885K 0.02%
6,549
+1,335
AZN icon
356
AstraZeneca
AZN
$288B
$877K 0.02%
9,539
-2,353
BR icon
357
Broadridge
BR
$22.7B
$866K 0.02%
3,881
+1,286
WCN icon
358
Waste Connections
WCN
$42.5B
$862K 0.02%
4,915
-528
IWR icon
359
iShares Russell Mid-Cap ETF
IWR
$47.7B
$858K 0.02%
8,913
UPS icon
360
United Parcel Service
UPS
$90.7B
$855K 0.02%
8,615
+133
RL icon
361
Ralph Lauren
RL
$21.6B
$847K 0.02%
2,394
+1,076
PFE icon
362
Pfizer
PFE
$149B
$843K 0.02%
33,869
-6,960
ZTS icon
363
Zoetis
ZTS
$53.9B
$842K 0.02%
6,689
-11
CARR icon
364
Carrier Global
CARR
$50.1B
$841K 0.02%
15,922
-19,018
IVE icon
365
iShares S&P 500 Value ETF
IVE
$48.9B
$840K 0.02%
3,959
-648
SAP icon
366
SAP
SAP
$231B
$837K 0.01%
3,445
+1,661
IBIT icon
367
iShares Bitcoin Trust
IBIT
$65.3B
$835K 0.01%
16,808
-1,521
PRDO icon
368
Perdoceo Education
PRDO
$2.02B
$834K 0.01%
28,448
+7,277
SEIC icon
369
SEI Investments
SEIC
$10.7B
$830K 0.01%
10,124
+1,979
VRTX icon
370
Vertex Pharmaceuticals
VRTX
$120B
$830K 0.01%
1,831
+156
WSM icon
371
Williams-Sonoma
WSM
$24.6B
$824K 0.01%
4,614
+832
XYL icon
372
Xylem
XYL
$33.2B
$819K 0.01%
6,015
+3,419
UVE icon
373
Universal Insurance Holdings
UVE
$845M
$804K 0.01%
23,780
+13,083
CW icon
374
Curtiss-Wright
CW
$24.3B
$799K 0.01%
1,450
-18
SHEL icon
375
Shell
SHEL
$219B
$794K 0.01%
10,804
-1,282
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15
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