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
$4.97B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$11.6M
3
+$11M
4
META icon
Meta Platforms (Facebook)
META
+$10.8M
5
PWR icon
Quanta Services
PWR
+$10.3M

Top Sells

1
+$9.43M
2
+$7.71M
3
+$7.52M
4
TXN icon
Texas Instruments
TXN
+$7.3M
5
PYPL icon
PayPal
PYPL
+$6.87M

Sector Composition

1 Technology 17.23%
2 Financials 3.84%
3 Communication Services 3.61%
4 Consumer Discretionary 3.44%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OC icon
576
Owens Corning
OC
$9.31B
$341K 0.01%
+2,414
SNPS icon
577
Synopsys
SNPS
$77.6B
$340K 0.01%
689
-71
HBAN icon
578
Huntington Bancshares
HBAN
$25.5B
$338K 0.01%
19,565
+240
ROM icon
579
ProShares Ultra Technology
ROM
$850M
$336K 0.01%
3,622
PCRX icon
580
Pacira BioSciences
PCRX
$1.01B
$334K 0.01%
+12,957
EVRG icon
581
Evergy
EVRG
$17.9B
$332K 0.01%
+4,369
PKW icon
582
Invesco BuyBack Achievers ETF
PKW
$1.51B
$331K 0.01%
2,500
IEF icon
583
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$328K 0.01%
+3,404
MDLZ icon
584
Mondelez International
MDLZ
$74.3B
$328K 0.01%
5,253
-1,871
SPYG icon
585
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45B
$327K 0.01%
3,125
-601
CTSH icon
586
Cognizant
CTSH
$37.5B
$326K 0.01%
4,862
+1,707
DOCU icon
587
DocuSign
DOCU
$13.9B
$324K 0.01%
+4,494
REGL icon
588
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
$322K 0.01%
3,777
+1,134
DFAX icon
589
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.78B
$320K 0.01%
10,185
+20
SWKS icon
590
Skyworks Solutions
SWKS
$9.81B
$318K 0.01%
+4,136
NU icon
591
Nu Holdings
NU
$84.3B
$318K 0.01%
19,865
+556
WSO icon
592
Watsco Inc
WSO
$14B
$316K 0.01%
781
-626
JAZZ icon
593
Jazz Pharmaceuticals
JAZZ
$10.7B
$316K 0.01%
+2,394
NUMG icon
594
Nuveen ESG Mid-Cap Growth ETF
NUMG
$391M
$313K 0.01%
6,436
+298
FITB icon
595
Fifth Third Bancorp
FITB
$28.7B
$310K 0.01%
+6,963
F icon
596
Ford
F
$52.9B
$310K 0.01%
25,935
+5,590
NET icon
597
Cloudflare
NET
$70.1B
$310K 0.01%
+1,443
SPYM
598
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.1B
$309K 0.01%
3,944
+860
QBTS icon
599
D-Wave Quantum
QBTS
$8.09B
$308K 0.01%
+12,466
OSIS icon
600
OSI Systems
OSIS
$4.6B
$308K 0.01%
+1,234
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