EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$133M
3
+$47.1M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.6M

Top Sells

1
+$14.2M
2
+$8.48M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.76M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TQQQ icon
476
ProShares UltraPro QQQ
TQQQ
$25.1B
$551K 0.01%
10,452
-1,870
HLN icon
477
Haleon
HLN
$44.7B
$550K 0.01%
54,429
+42,989
WWD icon
478
Woodward
WWD
$21.3B
$549K 0.01%
1,817
+261
IBKR icon
479
Interactive Brokers
IBKR
$29.5B
$544K 0.01%
8,453
+4,945
SLB icon
480
SLB Ltd
SLB
$67.1B
$543K 0.01%
14,160
-30
MCBS icon
481
MetroCity Bankshares
MCBS
$816M
$542K 0.01%
20,414
-36,153
IBN icon
482
ICICI Bank
IBN
$95.1B
$539K 0.01%
18,102
+5,578
ADSK icon
483
Autodesk
ADSK
$53B
$538K 0.01%
1,816
+1,033
ATO icon
484
Atmos Energy
ATO
$31.2B
$537K 0.01%
+3,203
IGSB icon
485
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
$535K 0.01%
10,108
+2,752
ZM icon
486
Zoom
ZM
$21.8B
$531K 0.01%
6,156
+2,932
SYK icon
487
Stryker
SYK
$129B
$530K 0.01%
1,509
-26
BE icon
488
Bloom Energy
BE
$43.3B
$527K 0.01%
6,069
-1,630
EMR icon
489
Emerson Electric
EMR
$74.3B
$526K 0.01%
3,967
+230
PSX icon
490
Phillips 66
PSX
$69.2B
$526K 0.01%
4,075
+243
IWV icon
491
iShares Russell 3000 ETF
IWV
$17.2B
$523K 0.01%
1,352
GPOR icon
492
Gulfport Energy Corp
GPOR
$3.65B
$523K 0.01%
2,514
+216
PYPL icon
493
PayPal
PYPL
$41.3B
$522K 0.01%
8,936
-10,375
RYAAY icon
494
Ryanair
RYAAY
$32.1B
$521K 0.01%
+7,213
SCHM icon
495
Schwab US Mid-Cap ETF
SCHM
$12.8B
$520K 0.01%
17,290
-2,936
TCOM icon
496
Trip.com Group
TCOM
$33.8B
$520K 0.01%
7,227
+1,979
CI icon
497
Cigna
CI
$70.4B
$520K 0.01%
1,888
+835
TER icon
498
Teradyne
TER
$44.8B
$519K 0.01%
2,681
-1,209
LH icon
499
Labcorp
LH
$21.7B
$519K 0.01%
2,067
+718
TFII icon
500
TFI International
TFII
$8.38B
$518K 0.01%
5,016
18 19
20
21 22