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

Top Sells

1 +$14.2M
2 +$8.33M
3 +$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

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
$25.8B
$480K 0.01%
+12,511
CLH icon
527
Clean Harbors
CLH
$13.8B
$479K 0.01%
+2,044
CASY icon
528
Casey's General Stores
CASY
$22.7B
$478K 0.01%
+865
HMC icon
529
Honda
HMC
$39.3B
$477K 0.01%
16,194
+7,979
EPD icon
530
Enterprise Products Partners
EPD
$73.8B
$476K 0.01%
14,852
+294
XYZ
531
Block Inc
XYZ
$37.8B
$476K 0.01%
7,314
+131
TDS icon
532
Telephone and Data Systems
TDS
$5.17B
$474K 0.01%
11,570
+2,251
PAGS icon
533
PagSeguro Digital
PAGS
$3.49B
$473K 0.01%
+49,098
EPR icon
534
EPR Properties
EPR
$4.1B
$470K 0.01%
+9,409
ODFL icon
535
Old Dominion Freight Line
ODFL
$36.1B
$469K 0.01%
+2,991
EPAM icon
536
EPAM Systems
EPAM
$11.5B
$469K 0.01%
2,288
+255
HEI icon
537
HEICO Corp
HEI
$46.3B
$468K 0.01%
+1,447
ORKA
538
Oruka Therapeutics
ORKA
$1.71B
$467K 0.01%
15,406
RS icon
539
Reliance Steel & Aluminium
RS
$17.4B
$465K 0.01%
1,611
-460
GDX icon
540
VanEck Gold Miners ETF
GDX
$32.3B
$464K 0.01%
5,414
+57
ERIC icon
541
Ericsson
ERIC
$36.3B
$464K 0.01%
+48,089
OHI icon
542
Omega Healthcare
OHI
$12.8B
$464K 0.01%
10,461
+5,590
FELC icon
543
Fidelity Enhanced Large Cap Core ETF
FELC
$6.33B
$463K 0.01%
+12,136
GPGI
544
GPGI Inc
GPGI
$7.02B
$461K 0.01%
23,915
+3,968
TPH icon
545
Tri Pointe Homes
TPH
$2.9B
$458K 0.01%
14,568
-24,323
BYD icon
546
Boyd Gaming
BYD
$6.58B
$457K 0.01%
5,363
+2,448
TSN icon
547
Tyson Foods
TSN
$23B
$456K 0.01%
7,774
+3,091
CMCL icon
548
Caledonia Mining Corp
CMCL
$594M
$455K 0.01%
+17,391
ABNB icon
549
Airbnb
ABNB
$79.9B
$454K 0.01%
+3,347
LYTS icon
550
LSI Industries
LYTS
$693M
$453K 0.01%
24,724
+14,243