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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
DT icon
476
Dynatrace
DT
$11.9B
$653K 0.01%
17,650
+11,843
STNG icon
477
Scorpio Tankers
STNG
$3.93B
$649K 0.01%
8,695
+1,459
VONG icon
478
Vanguard Russell 1000 Growth ETF
VONG
$43.8B
$649K 0.01%
5,917
+1,390
XYL icon
479
Xylem
XYL
$26.2B
$647K 0.01%
5,414
-601
MAS icon
480
Masco
MAS
$14.9B
$646K 0.01%
10,696
+6,195
AVY icon
481
Avery Dennison
AVY
$12.2B
$645K 0.01%
3,735
+1,014
FDX icon
482
FedEx
FDX
$80.7B
$644K 0.01%
1,808
+305
BSJV icon
483
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$89.3M
$644K 0.01%
24,769
-3,216
VLO icon
484
Valero Energy
VLO
$76.8B
$644K 0.01%
2,605
+535
DBX icon
485
Dropbox
DBX
$6.32B
$643K 0.01%
28,319
+10,835
MET icon
486
MetLife
MET
$57.2B
$643K 0.01%
9,091
-73
RIO icon
487
Rio Tinto
RIO
$171B
$640K 0.01%
6,859
-110
ISRG icon
488
Intuitive Surgical
ISRG
$146B
$640K 0.01%
1,388
-1,363
MAA icon
489
Mid-America Apartment Communities
MAA
$16.2B
$640K 0.01%
5,238
+3,461
RSG icon
490
Republic Services
RSG
$64.6B
$639K 0.01%
2,917
+1,088
POWL icon
491
Powell Industries
POWL
$10.7B
$637K 0.01%
3,531
-2,679
BN icon
492
Brookfield
BN
$101B
$635K 0.01%
15,689
+3,243
ITOT icon
493
iShares Core S&P Total US Stock Market ETF
ITOT
$92.2B
$634K 0.01%
4,452
-239
DGICA icon
494
Donegal Group Class A
DGICA
$652M
$631K 0.01%
36,749
+11,386
RF icon
495
Regions Financial
RF
$25B
$630K 0.01%
+24,128
GPOR icon
496
Gulfport Energy Corp
GPOR
$2.99B
$628K 0.01%
2,966
+452
BYD icon
497
Boyd Gaming
BYD
$6.5B
$627K 0.01%
7,633
+2,270
ZION icon
498
Zions Bancorporation
ZION
$9.89B
$626K 0.01%
10,870
+5,208
IBKR icon
499
Interactive Brokers
IBKR
$40.5B
$626K 0.01%
9,333
+880
IDT icon
500
IDT Corp
IDT
$1.36B
$623K 0.01%
12,680
+2,563
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