EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
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
426
$322K 0.01%
+9,956
427
$319K 0.01%
1,680
-26
428
$316K 0.01%
+1,956
429
$316K 0.01%
792
+12
430
$315K 0.01%
+5,776
431
$314K 0.01%
11,568
-7,293
432
$313K 0.01%
2,045
-251
433
$309K 0.01%
2,121
-300
434
$306K 0.01%
1,998
+25
435
$306K 0.01%
855
+108
436
$305K 0.01%
1,570
-381
437
$305K 0.01%
4,901
+368
438
$302K 0.01%
2,600
439
$298K 0.01%
28,163
440
$298K 0.01%
13,739
-52,444
441
$297K 0.01%
1,024
-43
442
$296K 0.01%
4,118
+31
443
$295K 0.01%
3,557
+6
444
$290K 0.01%
+18,150
445
$290K 0.01%
+6,358
446
$290K 0.01%
6,160
+1,032
447
$289K 0.01%
9,527
448
$285K 0.01%
15,552
+1,416
449
$284K 0.01%
10,870
-2,791
450
$283K 0.01%
+12,726
16 17
18
19 20