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
376
$409K 0.01%
+2,400
377
$407K 0.01%
82,091
378
$405K 0.01%
3,448
+1,363
379
$399K 0.01%
13,735
+4,918
380
$395K 0.01%
3,586
+1,112
381
$391K 0.01%
10,896
-1,612
382
$388K 0.01%
2,700
383
$387K 0.01%
7,169
-20
384
$386K 0.01%
2,017
+134
385
$380K 0.01%
5,519
+1,456
386
$379K 0.01%
1,464
+327
387
$379K 0.01%
1,442
-74
388
$372K 0.01%
+2,162
389
$369K 0.01%
575
390
$368K 0.01%
921
+82
391
$367K 0.01%
1,790
-82
392
$365K 0.01%
5,884
393
$358K 0.01%
10,363
+742
394
$358K 0.01%
1,678
-89
395
$358K 0.01%
2,097
-44
396
$357K 0.01%
5,916
397
$357K 0.01%
8,252
+568
398
$355K 0.01%
3,909
+1,627
399
$355K 0.01%
+4,091
400
$354K 0.01%
+7,727
14 15
16
17 18