EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.6M
3
+$16.1M
4
PM icon
Philip Morris
PM
+$15.7M
5
FISV
Fiserv Inc
FISV
+$15.5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
DOX icon
Amdocs
DOX
+$11M
5
RS icon
Reliance Steel & Aluminium
RS
+$10.2M

Sector Composition

1 Technology 13.19%
2 Financials 4.14%
3 Communication Services 2.97%
4 Consumer Discretionary 2.74%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$226K 0.01%
1,968
-40,240
577
$226K 0.01%
+2,251
578
$225K 0.01%
+735
579
$225K 0.01%
5,239
+539
580
$224K 0.01%
+10,486
581
$223K 0.01%
+5,698
582
$222K 0.01%
+1,890
583
$222K 0.01%
2,516
-4,976
584
$221K 0.01%
738
+1
585
$220K 0.01%
10,113
-5,103
586
$219K 0.01%
1,838
-737
587
$218K 0.01%
+653
588
$218K 0.01%
669
+100
589
$215K 0.01%
1,221
-84
590
$214K 0.01%
9,845
-2,467
591
$214K 0.01%
7,391
-66,179
592
$213K 0.01%
2,300
593
$210K 0.01%
4,005
594
$209K 0.01%
+2,633
595
$209K 0.01%
+5,569
596
$208K 0.01%
+452
597
$207K 0.01%
1,952
+4
598
$207K 0.01%
+2,904
599
$206K 0.01%
3,612
-734
600
$206K 0.01%
2,498
-1,380
22 23
24
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