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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
SU icon
526
Suncor Energy
SU
$72.7B
$578K 0.01%
8,743
+857
BKLN icon
527
Invesco Senior Loan ETF
BKLN
$7.12B
$578K 0.01%
+28,306
ADSK icon
528
Autodesk
ADSK
$41.9B
$577K 0.01%
2,410
+594
SCHP icon
529
Schwab US TIPS ETF
SCHP
$15.6B
$573K 0.01%
21,538
-1,189
TDS icon
530
Telephone and Data Systems
TDS
$4.57B
$570K 0.01%
13,549
+1,979
SCHR
531
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.1B
$570K 0.01%
22,879
+577
AWK icon
532
American Water Works
AWK
$24.7B
$569K 0.01%
4,182
-81
LYTS icon
533
LSI Industries
LYTS
$939M
$568K 0.01%
30,552
+5,828
CGNX icon
534
Cognex
CGNX
$10.6B
$568K 0.01%
11,592
+5,795
XLF icon
535
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$566K 0.01%
11,458
+3,857
MDY icon
536
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$566K 0.01%
917
-5
GIC icon
537
Global Industrial
GIC
$1.22B
$565K 0.01%
17,930
+4,703
ST icon
538
Sensata Technologies
ST
$7.33B
$565K 0.01%
16,042
+7,506
NTGR icon
539
NETGEAR
NTGR
$658M
$564K 0.01%
25,842
+9,872
DY icon
540
Dycom Industries
DY
$14.1B
$560K 0.01%
1,654
+152
SRE icon
541
Sempra
SRE
$60.3B
$560K 0.01%
5,764
+2,018
IWV icon
542
iShares Russell 3000 ETF
IWV
$19.3B
$555K 0.01%
1,497
+145
GWRE icon
543
Guidewire Software
GWRE
$10.2B
$553K 0.01%
+3,696
KHC icon
544
Kraft Heinz
KHC
$28.9B
$550K 0.01%
24,470
+14,680
MCBS icon
545
MetroCity Bankshares
MCBS
$983M
$549K 0.01%
19,146
-1,268
TFII icon
546
TFI International
TFII
$13.2B
$545K 0.01%
5,016
VMI icon
547
Valmont Industries
VMI
$10.6B
$544K 0.01%
+1,361
BP icon
548
BP
BP
$110B
$543K 0.01%
11,560
+2,334
LRN icon
549
Stride
LRN
$4.16B
$541K 0.01%
6,141
+1,537
NTRS icon
550
Northern Trust
NTRS
$32.3B
$540K 0.01%
3,866
+1,539
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