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
401
$352K 0.01%
9,314
+720
402
$352K 0.01%
1,125
403
$352K 0.01%
25,207
-18,927
404
$351K 0.01%
14,066
+472
405
$350K 0.01%
2,867
-3
406
$350K 0.01%
803
407
$349K 0.01%
+7,986
408
$345K 0.01%
2,215
+202
409
$342K 0.01%
2,209
+133
410
$340K 0.01%
7,934
-27
411
$339K 0.01%
8,756
+201
412
$337K 0.01%
2,295
413
$337K 0.01%
8,580
-5,810
414
$337K 0.01%
+589
415
$335K 0.01%
2,719
-876
416
$332K 0.01%
10,805
+2,927
417
$331K 0.01%
2,525
418
$331K 0.01%
+269
419
$330K 0.01%
663
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420
$329K 0.01%
7,380
+698
421
$328K 0.01%
8,535
-766
422
$325K 0.01%
2,643
+77
423
$324K 0.01%
3,834
+439
424
$322K 0.01%
4,767
-30
425
$322K 0.01%
14,583
15 16
17
18 19