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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
ATMU icon
626
Atmus Filtration Technologies
ATMU
$4.07B
$436K 0.01%
7,678
+1,227
LH icon
627
Labcorp
LH
$21.8B
$435K 0.01%
1,632
-435
O icon
628
Realty Income
O
$58.5B
$435K 0.01%
+7,105
CIBR icon
629
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
$435K 0.01%
6,933
-282
ALK icon
630
Alaska Air
ALK
$5.27B
$434K 0.01%
11,788
-431
SNAP icon
631
Snap
SNAP
$8.72B
$433K 0.01%
94,174
-33,955
NVST icon
632
Envista
NVST
$4B
$433K 0.01%
17,069
+7,708
UPS icon
633
United Parcel Service
UPS
$91.9B
$430K 0.01%
4,370
-4,245
DOCU
634
DocuSign
DOCU
$8.6B
$429K 0.01%
9,057
+1,684
NU icon
635
Nu Holdings
NU
$59.3B
$429K 0.01%
29,830
+9,965
VIS icon
636
Vanguard Industrials ETF
VIS
$7.87B
$427K 0.01%
+1,369
LVS icon
637
Las Vegas Sands
LVS
$33.6B
$426K 0.01%
7,908
+3,238
SWKS icon
638
Skyworks Solutions
SWKS
$11.1B
$425K 0.01%
7,931
+3,678
GAP
639
The Gap Inc
GAP
$7.88B
$425K 0.01%
17,547
+8,086
DFIC icon
640
Dimensional International Core Equity 2 ETF
DFIC
$14.2B
$424K 0.01%
+11,939
JHG icon
641
Janus Henderson
JHG
$7.99B
$424K 0.01%
+8,256
NOW icon
642
ServiceNow
NOW
$105B
$424K 0.01%
4,052
-5,692
FE icon
643
FirstEnergy
FE
$27.2B
$423K 0.01%
8,354
-606
BCRX icon
644
BioCryst Pharmaceuticals
BCRX
$2.21B
$421K 0.01%
44,237
+11,327
CNP icon
645
CenterPoint Energy
CNP
$28.1B
$421K 0.01%
9,755
-2,756
VFVA icon
646
Vanguard US Value Factor ETF
VFVA
$843M
$420K 0.01%
3,119
SNPS icon
647
Synopsys
SNPS
$86.9B
$417K 0.01%
1,053
+314
DSGX icon
648
Descartes Systems
DSGX
$6.25B
$416K 0.01%
5,820
MDT icon
649
Medtronic
MDT
$103B
$416K 0.01%
4,797
-2,033
FCN icon
650
FTI Consulting
FCN
$4.78B
$415K 0.01%
+2,349
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