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
26
$23.4M 0.71%
31,959
+4,422
27
$22.4M 0.68%
116,827
-1,436
28
$19.1M 0.58%
191,926
+5,104
29
$18.9M 0.57%
528,741
+37,628
30
$18.7M 0.56%
300,224
+268
31
$18.3M 0.55%
1,057,119
+3,195
32
$18M 0.54%
2,219
+106
33
$17.8M 0.54%
423,057
+42,375
34
$17.2M 0.52%
184,010
+29,772
35
$17.2M 0.52%
186,183
+8,079
36
$16.5M 0.5%
270,928
-4,209
37
$15.9M 0.48%
61,242
+4,786
38
$15.3M 0.46%
31,430
-2,889
39
$14.9M 0.45%
383,379
+17,872
40
$14.2M 0.43%
687,537
+11,499
41
$14M 0.42%
66,971
+10,551
42
$13.9M 0.42%
609,135
-6,012
43
$13.9M 0.42%
278,195
+20,068
44
$13.8M 0.42%
57,755
-2,820
45
$13.6M 0.41%
530,080
+40,007
46
$13.5M 0.41%
88,723
+5,109
47
$13M 0.39%
71,559
+6,865
48
$13M 0.39%
666,506
+75,050
49
$12.9M 0.39%
25,604
+397
50
$12.5M 0.38%
54,694
-2,836
1
2
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