EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+9.15%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$3.22B
AUM Growth
+$280M
(+9.5%)
Cap. Flow
+$64.4M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
545
New
51
Increased
264
Reduced
173
Closed
18
Top Buys
| 1 |
McKesson
MCK
|
$8.84M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.57M |
| 3 |
Microsoft
MSFT
|
$5.45M |
| 4 |
Reliance Steel & Aluminium
RS
|
$4.98M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$4.95M |
Top Sells
| 1 |
Apple
AAPL
|
$26.6M |
| 2 |
NVIDIA
NVDA
|
$12.5M |
| 3 |
Dell
DELL
|
$9.45M |
| 4 |
Chevron
CVX
|
$8.73M |
| 5 |
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% |
