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
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$14.2M
2 +$8.48M
3 +$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.76M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNP icon
526
CenterPoint Energy
CNP
$28.8B
$480K 0.01%
+12,511
CLH icon
527
Clean Harbors
CLH
$15.3B
$479K 0.01%
+2,044
CASY icon
528
Casey's General Stores
CASY
$24.5B
$478K 0.01%
+865
HMC icon
529
Honda
HMC
$33.4B
$477K 0.01%
16,194
+7,979
EPD icon
530
Enterprise Products Partners
EPD
$80B
$476K 0.01%
14,852
+294
XYZ
531
Block Inc
XYZ
$35.8B
$476K 0.01%
7,314
+131
TDS icon
532
Telephone and Data Systems
TDS
$4.93B
$474K 0.01%
11,570
+2,251
PAGS icon
533
PagSeguro Digital
PAGS
$2.73B
$473K 0.01%
+49,098
EPR icon
534
EPR Properties
EPR
$4.29B
$470K 0.01%
+9,409
ODFL icon
535
Old Dominion Freight Line
ODFL
$37.7B
$469K 0.01%
+2,991
EPAM icon
536
EPAM Systems
EPAM
$7.42B
$469K 0.01%
2,288
+255
HEI icon
537
HEICO Corp
HEI
$40.2B
$468K 0.01%
+1,447
ORKA
538
Oruka Therapeutics
ORKA
$1.94B
$467K 0.01%
15,406
RS icon
539
Reliance Steel & Aluminium
RS
$15.4B
$465K 0.01%
1,611
-460
GDX icon
540
VanEck Gold Miners ETF
GDX
$29.5B
$464K 0.01%
5,414
+57
ERIC icon
541
Ericsson
ERIC
$38.1B
$464K 0.01%
+48,089
OHI icon
542
Omega Healthcare
OHI
$14.2B
$464K 0.01%
10,461
+5,590
FELC icon
543
Fidelity Enhanced Large Cap Core ETF
FELC
$6.39B
$463K 0.01%
+12,136
GPGI
544
GPGI Inc
GPGI
$4.78B
$461K 0.01%
23,915
+3,968
TPH icon
545
Tri Pointe Homes
TPH
$3.94B
$458K 0.01%
14,568
-24,323
BYD icon
546
Boyd Gaming
BYD
$6.16B
$457K 0.01%
5,363
+2,448
TSN icon
547
Tyson Foods
TSN
$21.2B
$456K 0.01%
7,774
+3,091
CMCL icon
548
Caledonia Mining Corp
CMCL
$487M
$455K 0.01%
+17,391
ABNB icon
549
Airbnb
ABNB
$75.7B
$454K 0.01%
+3,347
LYTS icon
550
LSI Industries
LYTS
$703M
$453K 0.01%
24,724
+14,243