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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
YALL icon
501
God Bless America ETF
YALL
$94.5M
$622K 0.01%
14,860
-1,135
HLN icon
502
Haleon
HLN
$40.3B
$622K 0.01%
62,119
+7,690
DGX icon
503
Quest Diagnostics
DGX
$22.5B
$621K 0.01%
3,171
-488
PAGS icon
504
PagSeguro Digital
PAGS
$2.5B
$619K 0.01%
61,820
+12,722
DOX icon
505
Amdocs
DOX
$5.99B
$613K 0.01%
9,395
+2,011
DTE icon
506
DTE Energy
DTE
$30.7B
$612K 0.01%
4,186
+226
SO icon
507
Southern Company
SO
$106B
$610K 0.01%
6,325
-6,526
ERIC icon
508
Ericsson
ERIC
$40.8B
$608K 0.01%
53,905
+5,816
DPZ icon
509
Domino's
DPZ
$10.8B
$607K 0.01%
1,691
+1,061
SAP icon
510
SAP
SAP
$192B
$605K 0.01%
3,533
+88
IOT icon
511
Samsara
IOT
$19.6B
$604K 0.01%
19,050
-8,110
FTEC icon
512
Fidelity MSCI Information Technology Index ETF
FTEC
$20.4B
$601K 0.01%
2,891
TNL icon
513
Travel + Leisure Co
TNL
$4.63B
$601K 0.01%
8,689
+2,441
GLPI icon
514
Gaming and Leisure Properties
GLPI
$13.4B
$600K 0.01%
13,519
+8,771
MKL icon
515
Markel Group
MKL
$23.1B
$597K 0.01%
312
-28
LHX icon
516
L3Harris
LHX
$57.3B
$592K 0.01%
1,716
+344
IUSV icon
517
iShares Core S&P US Value ETF
IUSV
$26.3B
$590K 0.01%
5,767
ZM icon
518
Zoom
ZM
$27.5B
$589K 0.01%
7,330
+1,174
EXR icon
519
Extra Space Storage
EXR
$31.8B
$588K 0.01%
4,482
+184
MFC icon
520
Manulife Financial
MFC
$67.1B
$586K 0.01%
17,012
+631
UBS icon
521
UBS Group
UBS
$161B
$586K 0.01%
14,993
-891
GWW icon
522
W.W. Grainger
GWW
$62.1B
$584K 0.01%
535
+88
IYY icon
523
iShares Dow Jones US ETF
IYY
$2.95B
$583K 0.01%
3,679
CMCL icon
524
Caledonia Mining Corp
CMCL
$390M
$581K 0.01%
25,726
+8,335
SONY icon
525
Sony
SONY
$121B
$580K 0.01%
28,009
-9,122
19 20
21
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