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
$3.22B
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
501
$211K 0.01%
7,905
-3,765
502
$209K 0.01%
+3,632
503
$208K 0.01%
4,194
-2,961
504
$208K 0.01%
14,539
505
$207K 0.01%
+246
506
$207K 0.01%
+1,815
507
$204K 0.01%
2,550
-307
508
$203K 0.01%
2,175
-61
509
$203K 0.01%
7,506
-16,400
510
$203K 0.01%
2,739
-300
511
$201K 0.01%
+900
512
$201K 0.01%
1,932
+4
513
$200K 0.01%
+7,878
514
$149K ﹤0.01%
19,762
515
$148K ﹤0.01%
10,837
516
$136K ﹤0.01%
18,289
517
$119K ﹤0.01%
10,000
-4,552
518
$104K ﹤0.01%
30,000
519
$98.1K ﹤0.01%
1,000
520
$59.8K ﹤0.01%
13,288
+10
521
$54.5K ﹤0.01%
15,581
+851
522
$51.2K ﹤0.01%
19,110
523
$37K ﹤0.01%
1,141
+465
524
$30.2K ﹤0.01%
13,650
525
$26.2K ﹤0.01%
21,800
18 19 20
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