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
626
$139K ﹤0.01%
+14,758
627
$137K ﹤0.01%
+10,066
628
$131K ﹤0.01%
+13,722
629
$118K ﹤0.01%
21,773
630
$104K ﹤0.01%
+58,989
631
$99.6K ﹤0.01%
18,068
-4,275
632
$96.4K ﹤0.01%
+17,190
633
$90.1K ﹤0.01%
18,689
+400
634
$90K ﹤0.01%
17,347
-2,415
635
$83.5K ﹤0.01%
27,272
+8,392
636
$83.4K ﹤0.01%
+15,000
637
$74.9K ﹤0.01%
13,650
638
$70.7K ﹤0.01%
10,000
639
$54.6K ﹤0.01%
+12,798
640
$49.3K ﹤0.01%
12,950
-2,000
641
$47.2K ﹤0.01%
+11,345
642
$44K ﹤0.01%
+14,153
643
$27.1K ﹤0.01%
+10,000
644
$17.1K ﹤0.01%
11,000
-9,395
645
$8.17K ﹤0.01%
10,250
646
$1.35K ﹤0.01%
13,000
647
– –
-198
648
– –
-1,164
649
– –
-15,772
650
– –
-68,427
24 25
26
27 28