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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
ACMR icon
376
ACM Research
ACMR
$6.49B
$922K 0.02%
23,427
-2,697
FCX icon
377
Freeport-McMoran
FCX
$98.3B
$914K 0.02%
15,551
+783
BE icon
378
Bloom Energy
BE
$74B
$908K 0.02%
6,703
+634
AGG icon
379
iShares Core US Aggregate Bond ETF
AGG
$137B
$896K 0.02%
9,026
-1,801
ORKA
380
Oruka Therapeutics
ORKA
$4.22B
$894K 0.02%
18,229
+2,823
VLTO icon
381
Veralto
VLTO
$20.5B
$893K 0.02%
10,105
-306
MTB icon
382
M&T Bank
MTB
$34B
$890K 0.02%
4,304
+757
AMP icon
383
Ameriprise Financial
AMP
$41.3B
$882K 0.02%
1,985
+91
EBAY icon
384
eBay
EBAY
$48.2B
$881K 0.02%
9,683
+3,793
AOS icon
385
A.O. Smith
AOS
$8.14B
$880K 0.02%
13,348
+10,005
IWR icon
386
iShares Russell Mid-Cap ETF
IWR
$55.6B
$874K 0.02%
8,990
+77
ABNB icon
387
Airbnb
ABNB
$78.5B
$863K 0.02%
6,832
+3,485
SAN icon
388
Banco Santander
SAN
$185B
$861K 0.02%
76,335
+15,538
TAK icon
389
Takeda Pharmaceutical
TAK
$50.3B
$851K 0.01%
45,942
-920
ARM icon
390
Arm
ARM
$407B
$848K 0.01%
5,608
+2,512
IGM icon
391
iShares Expanded Tech Sector ETF
IGM
$10.6B
$847K 0.01%
7,147
-1,578
HYS icon
392
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.67B
$846K 0.01%
9,066
-10,895
INGR icon
393
Ingredion
INGR
$6.41B
$843K 0.01%
7,486
+3,064
ETD icon
394
Ethan Allen Interiors
ETD
$549M
$837K 0.01%
37,583
+10,084
NULG icon
395
Nuveen ESG Large-Cap Growth ETF
NULG
$2.69B
$835K 0.01%
9,178
+16
OHI icon
396
Omega Healthcare
OHI
$13.6B
$830K 0.01%
18,944
+8,483
ES icon
397
Eversource Energy
ES
$25.8B
$822K 0.01%
11,864
+2,622
AME icon
398
Ametek
AME
$52.1B
$821K 0.01%
3,832
+963
WAB icon
399
Wabtec
WAB
$45B
$818K 0.01%
3,275
+306
SHEL icon
400
Shell
SHEL
$237B
$810K 0.01%
8,705
-2,099
14 15
16
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