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
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.6M
3
+$16.1M
4
PM icon
Philip Morris
PM
+$15.7M
5
FISV
Fiserv Inc
FISV
+$15.5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
DOX icon
Amdocs
DOX
+$11M
5
RS icon
Reliance Steel & Aluminium
RS
+$10.2M

Sector Composition

1 Technology 13.19%
2 Financials 4.14%
3 Communication Services 2.97%
4 Consumer Discretionary 2.74%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$445K 0.01%
15,131
-2,069
427
$442K 0.01%
4,405
+210
428
$435K 0.01%
2,977
+486
429
$432K 0.01%
+5,639
430
$430K 0.01%
8,716
+360
431
$429K 0.01%
1,352
-46
432
$429K 0.01%
+3,654
433
$423K 0.01%
8,490
-2,345
434
$423K 0.01%
1,745
-205
435
$420K 0.01%
16,676
+3,681
436
$419K 0.01%
7,820
437
$411K 0.01%
2,700
438
$407K 0.01%
+6,852
439
$406K 0.01%
872
+131
440
$405K 0.01%
3,389
+121
441
$404K 0.01%
8,640
-132
442
$402K 0.01%
1,008
+335
443
$402K 0.01%
+7,900
444
$401K 0.01%
1,643
-6,664
445
$400K 0.01%
5,104
-176
446
$398K 0.01%
3,400
-42
447
$397K 0.01%
+2,523
448
$393K 0.01%
2,650
449
$391K 0.01%
4,095
-19,965
450
$388K 0.01%
12,528
-98
16 17
18
19 20