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
476
$235K 0.01%
6,994
+495
477
$234K 0.01%
4,539
-263
478
$234K 0.01%
1,403
-193
479
$233K 0.01%
+4,015
480
$232K 0.01%
2,911
+202
481
$231K 0.01%
1,364
-491
482
$230K 0.01%
920
+23
483
$227K 0.01%
2,258
-1,911
484
$227K 0.01%
1,925
-693
485
$226K 0.01%
+1,440
486
$222K 0.01%
412
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487
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+1,922
488
$221K 0.01%
20,187
+2,473
489
$220K 0.01%
3,622
-185
490
$218K 0.01%
16,573
+2,353
491
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+4,223
492
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493
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494
$217K 0.01%
7,649
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495
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3,008
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496
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497
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1,744
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498
$213K 0.01%
2,915
-357
499
$212K 0.01%
+7,613
500
$211K 0.01%
2,300
18 19
20
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