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
451
$281K 0.01%
2,133
452
$281K 0.01%
1,158
-15
453
$280K 0.01%
2,765
-43
454
$280K 0.01%
8,020
-2
455
$279K 0.01%
3,551
+564
456
$279K 0.01%
4,336
+9
457
$274K 0.01%
2,611
-91
458
$272K 0.01%
4,054
-256
459
$271K 0.01%
2,500
-95
460
$269K 0.01%
177
-5
461
$263K 0.01%
+2,629
462
$263K 0.01%
3,759
-2,024
463
$262K 0.01%
+4,500
464
$261K 0.01%
+1,491
465
$259K 0.01%
5,000
-2
466
$251K 0.01%
3,567
+750
467
$249K 0.01%
245
-96
468
$249K 0.01%
+2,256
469
$245K 0.01%
9,688
-1,674
470
$244K 0.01%
339
-276
471
$243K 0.01%
+67
472
$243K 0.01%
6,897
473
$243K 0.01%
2,845
-45
474
$239K 0.01%
+1,257
475
$238K 0.01%
+4,408
17 18
19
20 21