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EWM
Empirical Wealth Management Portfolio holdings
AUM
$5.75B
1-Year Est. Return
21.16%
This Fund
S&P 500
1 Year Est. Return
+21.16%
AUM
$5.75B
AUM Growth
+$179M
(+3.2%)
Holding
1,036
Top Buys
| 1 | +$58.1M | |
| 2 | +$37.4M | |
| 3 | +$24.7M | |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$18.7M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$17M |
Top Sells
| 1 | +$51.3M | |
| 2 | +$6.76M | |
| 3 | +$3.72M | |
| 4 |
Corning
GLW
|
+$3.58M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
General Mills
GIS
$18.4B
| $494K | 0.01% |
13,259
-2,501
|
|
||
577
VeriSign
VRSN
$25.5B
| $491K | 0.01% |
+1,977
|
|
||
578
Stryker
SYK
$120B
| $489K | 0.01% |
1,487
-22
|
|
||
579
ICICI Bank
IBN
$99.6B
| $484K | 0.01% |
18,670
+568
|
|
||
580
Atmos Energy
ATO
$28.4B
| $482K | 0.01% |
2,611
-592
|
|
||
581
Nordson
NDSN
$16.1B
| $482K | 0.01% |
+1,812
|
|
||
582
Tetra Tech
TTEK
$7.38B
| $480K | 0.01% |
15,928
+6,574
|
|
||
583
Vanguard Communication Services ETF
VOX
$5.68B
| $477K | 0.01% |
2,650
-325
|
|
||
584
Pediatrix Medical
MD
$2B
| $477K | 0.01% |
22,277
+4,919
|
|
||
585
Exelon
EXC
$47.3B
| $475K | 0.01% |
9,680
+4,249
|
|
||
|
WCC
586
WESCO International
WCC
$16.9B
| $472K | 0.01% |
+1,725
|
|
||
587
Graco
GGG
$12.4B
| $469K | 0.01% |
+5,538
|
|
||
588
PPL Corp
PPL
$27B
| $468K | 0.01% |
12,263
+3,051
|
|
||
589
Air Products & Chemicals
APD
$62.7B
| $467K | 0.01% |
1,608
+352
|
|
||
590
Seagate
STX
$211B
| $467K | 0.01% |
1,192
+5
|
|
||
591
Boston Beer
SAM
$1.89B
| $465K | 0.01% |
+2,019
|
|
||
592
Ryanair
RYAAY
$31.4B
| $465K | 0.01% |
8,039
+826
|
|
||
593
HSBC
HSBC
$318B
| $465K | 0.01% |
5,631
+1,718
|
|
||
594
Post Holdings
POST
$4.22B
| $463K | 0.01% |
4,688
+2,010
|
|
||
|
GPGI
595
GPGI Inc
GPGI
$3.71B
| $463K | 0.01% |
27,089
+3,174
|
|
||
596
Enbridge
ENB
$123B
| $462K | 0.01% |
8,531
+37
|
|
||
597
Vertiv
VRT
$116B
| $459K | 0.01% |
1,833
+130
|
|
||
598
ORIX
IX
$41.5B
| $459K | 0.01% |
15,295
+1,912
|
|
||
599
Broadridge
BR
$16.8B
| $458K | 0.01% |
2,820
-1,061
|
|
||
600
International Paper
IP
$19.1B
| $458K | 0.01% |
12,831
+4,706
|
|