EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$8.36M
2
+$5.54M
3
+$5.24M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.76M
5
RS icon
Reliance Steel & Aluminium
RS
+$4.53M

Top Sells

1
+$28.2M
2
+$10.1M
3
+$8.35M
4
DELL icon
Dell
DELL
+$7.73M
5
XOM icon
Exxon Mobil
XOM
+$6.85M

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 0.02%
3,779
352
$484K 0.02%
7,651
+1,255
353
$483K 0.02%
31,750
+5,750
354
$473K 0.01%
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
$443K 0.01%
12,790
-211
361
$441K 0.01%
15,125
+4,468
362
$441K 0.01%
+2,726
363
$440K 0.01%
5,100
364
$427K 0.01%
4,964
-10
365
$426K 0.01%
4,410
-1,777
366
$426K 0.01%
1,844
-25
367
$423K 0.01%
6,562
-114
368
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435
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369
$422K 0.01%
1,820
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370
$420K 0.01%
14,780
-166
371
$416K 0.01%
4,099
+317
372
$415K 0.01%
11,469
-1,116
373
$414K 0.01%
6,061
+1,825
374
$411K 0.01%
4,472
+752
375
$411K 0.01%
11,033
-115
13 14
15
16 17