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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
DMXF icon
451
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.16B
$691K 0.01%
9,155
CSX icon
452
CSX Corp
CSX
$88.4B
$689K 0.01%
16,784
+987
MTCH icon
453
Match Group
MTCH
$8.14B
$689K 0.01%
+22,432
LGLV icon
454
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
$687K 0.01%
3,855
PINS icon
455
Pinterest
PINS
$11.3B
$686K 0.01%
37,415
+11,894
MTG icon
456
MGIC Investment
MTG
$5.46B
$685K 0.01%
26,080
+5,037
FN icon
457
Fabrinet
FN
$21.9B
$683K 0.01%
1,309
+319
HBT icon
458
HBT Financial
HBT
$1.11B
$682K 0.01%
25,516
+3,640
VALE icon
459
Vale
VALE
$66.9B
$680K 0.01%
42,728
+8,470
BSJQ icon
460
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$993M
$677K 0.01%
29,230
-4,012
TOL icon
461
Toll Brothers
TOL
$13.7B
$677K 0.01%
+4,961
KMI icon
462
Kinder Morgan
KMI
$71.1B
$674K 0.01%
20,104
-2,905
EPD icon
463
Enterprise Products Partners
EPD
$80.6B
$673K 0.01%
17,794
+2,942
ASTE icon
464
Astec Industries
ASTE
$1.18B
$673K 0.01%
12,501
+2,493
BSJU icon
465
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$277M
$673K 0.01%
26,296
-3,490
BSJS icon
466
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$695M
$669K 0.01%
30,862
-3,808
RMD icon
467
ResMed
RMD
$28.3B
$667K 0.01%
2,970
-72
BSJR icon
468
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$850M
$664K 0.01%
29,686
-3,705
BX icon
469
Blackstone
BX
$150B
$664K 0.01%
5,772
-1,140
MCHP icon
470
Microchip Technology
MCHP
$51.6B
$663K 0.01%
10,256
-6
XYZ
471
Block Inc
XYZ
$41.4B
$662K 0.01%
10,998
+3,684
PTC icon
472
PTC
PTC
$13.1B
$659K 0.01%
+4,627
TEL icon
473
TE Connectivity
TEL
$61.4B
$658K 0.01%
3,150
-48
TIP icon
474
iShares TIPS Bond ETF
TIP
$14.9B
$654K 0.01%
5,923
-62
BSJT icon
475
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$531M
$653K 0.01%
31,032
-4,123
17 18
19
20 21