EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.6M
3
+$16.1M
4
PM icon
Philip Morris
PM
+$15.7M
5
FISV
Fiserv Inc
FISV
+$15.5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
DOX icon
Amdocs
DOX
+$11M
5
RS icon
Reliance Steel & Aluminium
RS
+$10.2M

Sector Composition

1 Technology 13.19%
2 Financials 4.14%
3 Communication Services 2.97%
4 Consumer Discretionary 2.74%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$347K 0.01%
2,882
-26,141
477
$346K 0.01%
6,892
+922
478
$346K 0.01%
2,616
-123
479
$345K 0.01%
3,348
-20,932
480
$345K 0.01%
2,656
-1,265
481
$342K 0.01%
+991
482
$340K 0.01%
37,668
+11,751
483
$340K 0.01%
+5,181
484
$340K 0.01%
793
+62
485
$340K 0.01%
3,261
+412
486
$335K 0.01%
14,580
-2,108
487
$332K 0.01%
4,415
+1,234
488
$331K 0.01%
5,776
489
$330K 0.01%
+4,100
490
$330K 0.01%
2,332
-140
491
$329K 0.01%
238
-28
492
$328K 0.01%
21,835
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493
$327K 0.01%
3,314
-102
494
$327K 0.01%
2,473
+161
495
$326K 0.01%
6,361
+1,273
496
$325K 0.01%
4,185
-1,004
497
$322K 0.01%
4,493
-181
498
$319K 0.01%
+5,159
499
$316K 0.01%
22,584
500
$315K 0.01%
+1,563
18 19
20
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