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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.75B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$37.4M
3
+$24.7M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$18.7M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$17M

Top Sells

1
+$51.3M
2
+$6.76M
3
+$3.72M
4
GLW icon
Corning
GLW
+$3.58M
5
MTUM icon
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
VOD icon
601
Vodafone
VOD
$35.8B
$458K 0.01%
30,484
+3,118
KB icon
602
KB Financial Group
KB
$38.2B
$458K 0.01%
4,591
+739
CX icon
603
Cemex
CX
$18.7B
$458K 0.01%
40,019
-9,266
HCA icon
604
HCA Healthcare
HCA
$85.9B
$457K 0.01%
965
-105
IQV icon
605
IQVIA
IQV
$30.3B
$457K 0.01%
2,677
+815
IBIT icon
606
iShares Bitcoin Trust
IBIT
$48.6B
$455K 0.01%
11,838
-4,970
ENS icon
607
EnerSys
ENS
$8.19B
$454K 0.01%
2,616
+322
FHB icon
608
First Hawaiian
FHB
$3.49B
$454K 0.01%
18,427
+9,934
IR icon
609
Ingersoll Rand
IR
$29B
$454K 0.01%
5,664
+738
RS icon
610
Reliance Steel & Aluminium
RS
$21.1B
$452K 0.01%
1,486
-125
OSIS icon
611
OSI Systems
OSIS
$3.72B
$451K 0.01%
1,697
+336
LECO icon
612
Lincoln Electric
LECO
$14.1B
$450K 0.01%
1,808
+674
FTV icon
613
Fortive
FTV
$18.3B
$449K 0.01%
8,125
-565
SHG icon
614
Shinhan Financial Group
SHG
$31.7B
$448K 0.01%
7,312
+1,076
REG icon
615
Regency Centers
REG
$14.7B
$447K 0.01%
5,912
+2,305
ZS icon
616
Zscaler
ZS
$20.9B
$445K 0.01%
3,171
+2,195
IGSB icon
617
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$444K 0.01%
8,441
-1,667
VXUS icon
618
Vanguard Total International Stock ETF
VXUS
$153B
$443K 0.01%
5,750
+1,398
PNW icon
619
Pinnacle West Capital
PNW
$12.5B
$443K 0.01%
4,394
+1,934
XLE icon
620
State Street Energy Select Sector SPDR ETF
XLE
$39B
$441K 0.01%
7,200
-1,478
OTTR icon
621
Otter Tail
OTTR
$3.76B
$441K 0.01%
5,025
+970
FELC icon
622
Fidelity Enhanced Large Cap Core ETF
FELC
$7.84B
$440K 0.01%
12,136
EEM icon
623
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$438K 0.01%
7,712
-2,805
WMS icon
624
Advanced Drainage Systems
WMS
$10.3B
$437K 0.01%
3,185
+1,498
KRC icon
625
Kilroy Realty
KRC
$4.46B
$437K 0.01%
15,477
+7,110
23 24
25
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