EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
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
526
$10.7K ﹤0.01%
10,250
527
$2.73K ﹤0.01%
+13,000
528
– –
-1,446
529
– –
-998
530
– –
-5,234
531
– –
-787
532
– –
-13,000
533
– –
-6,378
534
– –
-3,366
535
– –
-1,161
536
– –
-6,979
537
– –
-2,856
538
– –
-2,496
539
– –
-18,111
540
– –
-2,159
541
– –
-6,408
542
– –
-4,356
543
– –
-4,880
544
– –
-6,416
545
– –
-14,430
18 19 20 21
22