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
351
$484K 0.01%
3,779
352
$484K 0.01%
7,651
+1,255
353
$483K 0.01%
31,750
+5,750
354
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6,198
-391
355
$467K 0.01%
4,121
-60
356
$463K 0.01%
1,543
+400
357
$454K 0.01%
+6,989
358
$451K 0.01%
8,791
+4,442
359
$450K 0.01%
5,609
-771
360
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12,790
-211
361
$441K 0.01%
15,125
+4,468
362
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+2,726
363
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5,100
364
$427K 0.01%
4,964
-10
365
$426K 0.01%
4,410
-1,777
366
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367
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368
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435
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369
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1,820
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370
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14,780
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371
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4,099
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372
$415K 0.01%
11,469
-1,116
373
$414K 0.01%
6,061
+1,825
374
$411K 0.01%
2,236
+376
375
$411K 0.01%
11,033
-115
13 14
15
16 17