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
$4.42B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$22.6M
3
+$20M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.4M
5
VTV icon
Vanguard Value ETF
VTV
+$10.1M

Top Sells

1
+$8.71M
2
+$6.13M
3
+$2.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.92M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.91M

Sector Composition

1 Technology 15.24%
2 Financials 4.15%
3 Communication Services 3.27%
4 Consumer Discretionary 2.83%
5 Consumer Staples 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMBC icon
551
Embecta
EMBC
$848M
$277K 0.01%
28,585
+4,088
SCHK icon
552
Schwab 1000 Index ETF
SCHK
$4.77B
$277K 0.01%
9,281
-1,166
BITX icon
553
2x Bitcoin Strategy ETF
BITX
$1.75B
$277K 0.01%
+5,120
ROM icon
554
ProShares Ultra Technology
ROM
$942M
$276K 0.01%
+3,622
CINF icon
555
Cincinnati Financial
CINF
$26B
$275K 0.01%
1,846
-284
WPM icon
556
Wheaton Precious Metals
WPM
$48.9B
$274K 0.01%
3,053
-581
MHO icon
557
M/I Homes
MHO
$3.37B
$274K 0.01%
2,443
+178
PWR icon
558
Quanta Services
PWR
$67B
$271K 0.01%
+718
CX icon
559
Cemex
CX
$15B
$270K 0.01%
39,005
+21,815
UBS icon
560
UBS Group
UBS
$124B
$269K 0.01%
+7,947
MGRC icon
561
McGrath RentCorp
MGRC
$2.54B
$267K 0.01%
2,306
+5
NU icon
562
Nu Holdings
NU
$78.2B
$265K 0.01%
19,309
+2,809
OTIS icon
563
Otis Worldwide
OTIS
$35.5B
$264K 0.01%
2,668
-680
MGM icon
564
MGM Resorts International
MGM
$9.07B
$262K 0.01%
7,626
-11,858
OTEX icon
565
Open Text
OTEX
$8.78B
$261K 0.01%
+8,939
GLPG icon
566
Galapagos
GLPG
$2.13B
$261K 0.01%
+9,312
TER icon
567
Teradyne
TER
$28.1B
$260K 0.01%
+2,896
VOOG icon
568
Vanguard S&P 500 Growth ETF
VOOG
$20.8B
$258K 0.01%
650
-3
DFIC icon
569
Dimensional International Core Equity 2 ETF
DFIC
$10.9B
$257K 0.01%
8,262
-719
GM icon
570
General Motors
GM
$67B
$256K 0.01%
5,198
-1,420
CDNA icon
571
CareDx
CDNA
$839M
$255K 0.01%
13,063
APP icon
572
Applovin
APP
$198B
$253K 0.01%
+722
CTSH icon
573
Cognizant
CTSH
$35.8B
$246K 0.01%
+3,155
AON icon
574
Aon
AON
$75.3B
$246K 0.01%
690
-318
GEHC icon
575
GE HealthCare
GEHC
$34.2B
$246K 0.01%
3,317
-495
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