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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
F icon
651
Ford
F
$59.1B
$414K 0.01%
35,875
+7,973
RWR icon
652
State Street SPDR Dow Jones REIT ETF
RWR
$1.81B
$413K 0.01%
4,090
-339
JCI icon
653
Johnson Controls International
JCI
$88.4B
$411K 0.01%
+3,141
SKWD icon
654
Skyward Specialty Insurance
SKWD
$2.03B
$411K 0.01%
9,413
+2,444
TGT icon
655
Target
TGT
$61.4B
$410K 0.01%
3,386
-175
SPYM
656
State Street SPDR Portfolio S&P 500 ETF
SPYM
$139B
$409K 0.01%
5,347
+1,493
PFG icon
657
Principal Financial Group
PFG
$24B
$408K 0.01%
4,533
+88
MLM icon
658
Martin Marietta Materials
MLM
$34.7B
$408K 0.01%
693
+48
AGCO icon
659
AGCO
AGCO
$8.15B
$407K 0.01%
3,512
+1,059
FFIV icon
660
F5
FFIV
$22.4B
$407K 0.01%
+1,406
WCN
661
Waste Connections
WCN
$39.7B
$405K 0.01%
2,496
-2,419
LOPE icon
662
Grand Canyon Education
LOPE
$3.91B
$405K 0.01%
+2,384
EXEL icon
663
Exelixis
EXEL
$13.4B
$405K 0.01%
9,450
+47
MUFG icon
664
Mitsubishi UFJ Financial
MUFG
$227B
$403K 0.01%
23,727
+6,957
OZK icon
665
Bank OZK
OZK
$5.69B
$401K 0.01%
+8,745
GAB icon
666
Gabelli Equity Trust
GAB
$1.76B
$401K 0.01%
71,611
IFF icon
667
International Flavors & Fragrances
IFF
$20B
$401K 0.01%
+5,521
HMC icon
668
Honda
HMC
$34.3B
$400K 0.01%
16,459
+265
EVER icon
669
EverQuote
EVER
$707M
$400K 0.01%
25,945
+12,335
ZTS icon
670
Zoetis
ZTS
$33.4B
$398K 0.01%
3,363
-3,326
FNDB icon
671
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.34B
$397K 0.01%
14,580
AGNC icon
672
AGNC Investment
AGNC
$11.8B
$395K 0.01%
39,380
+25,267
PYPL icon
673
PayPal
PYPL
$36.6B
$393K 0.01%
8,689
-247
USFD icon
674
US Foods
USFD
$20.6B
$393K 0.01%
4,259
+1,527
PODD icon
675
Insulet
PODD
$10.4B
$392K 0.01%
1,869
+890
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27
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