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
$4.97B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$11.9M
3
+$11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.9M
5
PWR icon
Quanta Services
PWR
+$9.63M

Top Sells

1
+$9.8M
2
+$7.78M
3
+$7.76M
4
HPQ icon
HP
HPQ
+$7.55M
5
PYPL icon
PayPal
PYPL
+$7.22M

Sector Composition

1 Technology 17.23%
2 Financials 3.84%
3 Communication Services 3.61%
4 Consumer Discretionary 3.44%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMFC icon
476
Motley Fool 100 Index ETF
TMFC
$1.85B
$490K 0.01%
+6,943
SLB icon
477
SLB Ltd
SLB
$67.5B
$488K 0.01%
14,190
-2,095
PRU icon
478
Prudential Financial
PRU
$32.4B
$487K 0.01%
4,696
-1,140
HBT icon
479
HBT Financial
HBT
$981M
$484K 0.01%
+19,207
GWW icon
480
W.W. Grainger
GWW
$50.2B
$483K 0.01%
507
-220
SAP icon
481
SAP
SAP
$224B
$477K 0.01%
1,784
+530
FTEC icon
482
Fidelity MSCI Information Technology Index ETF
FTEC
$15.6B
$476K 0.01%
2,145
+464
ONEQ icon
483
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.89B
$475K 0.01%
5,327
VOOG icon
484
Vanguard S&P 500 Growth ETF
VOOG
$21.6B
$473K 0.01%
1,087
+437
TRMB icon
485
Trimble
TRMB
$15.6B
$471K 0.01%
5,771
-939
APP icon
486
Applovin
APP
$153B
$468K 0.01%
652
-70
CNI icon
487
Canadian National Railway
CNI
$64.9B
$468K 0.01%
4,968
+1,790
BLDR icon
488
Builders FirstSource
BLDR
$9.62B
$466K 0.01%
3,847
-2,541
MPLX icon
489
MPLX
MPLX
$59B
$466K 0.01%
9,320
+1,500
KHC icon
490
Kraft Heinz
KHC
$26.9B
$464K 0.01%
17,815
+8,895
MELI icon
491
Mercado Libre
MELI
$87.8B
$463K 0.01%
198
+10
WY icon
492
Weyerhaeuser
WY
$17.1B
$457K 0.01%
18,445
+5,885
HLT icon
493
Hilton Worldwide
HLT
$67.9B
$456K 0.01%
1,758
-754
EPD icon
494
Enterprise Products Partners
EPD
$80.7B
$455K 0.01%
14,558
-4,795
IDT icon
495
IDT Corp
IDT
$1.2B
$453K 0.01%
8,663
+2,189
RWR icon
496
State Street SPDR Dow Jones REIT ETF
RWR
$1.75B
$453K 0.01%
4,514
-60
ENB icon
497
Enbridge
ENB
$119B
$451K 0.01%
8,934
+408
XEL icon
498
Xcel Energy
XEL
$50.9B
$449K 0.01%
5,573
-22,327
AMRX icon
499
Amneal Pharmaceuticals
AMRX
$3.76B
$449K 0.01%
44,829
-58,643
GIS icon
500
General Mills
GIS
$20.8B
$443K 0.01%
8,780
-4,802
18 19
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