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
$4.97B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$11.6M
3
+$11M
4
META icon
Meta Platforms (Facebook)
META
+$10.8M
5
PWR icon
Quanta Services
PWR
+$10.3M

Top Sells

1
+$9.43M
2
+$7.71M
3
+$7.52M
4
TXN icon
Texas Instruments
TXN
+$7.3M
5
PYPL icon
PayPal
PYPL
+$6.87M

Sector Composition

1 Technology 17.23%
2 Financials 3.84%
3 Communication Services 3.61%
4 Consumer Discretionary 3.44%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LVS icon
651
Las Vegas Sands
LVS
$41.4B
$270K 0.01%
5,016
+16
GDDY icon
652
GoDaddy
GDDY
$14B
$270K 0.01%
1,971
-29,037
VXUS icon
653
Vanguard Total International Stock ETF
VXUS
$129B
$268K 0.01%
3,653
-2,423
TK icon
654
Teekay
TK
$855M
$266K 0.01%
32,554
+6,431
ZM icon
655
Zoom
ZM
$28.5B
$266K 0.01%
+3,224
SPMD icon
656
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$266K 0.01%
+4,647
GPC icon
657
Genuine Parts
GPC
$19.5B
$265K 0.01%
1,912
+50
QGRW icon
658
WisdomTree US Quality Growth Fund
QGRW
$2.2B
$265K 0.01%
+4,615
MGM icon
659
MGM Resorts International
MGM
$8.96B
$264K 0.01%
7,626
ATMU icon
660
Atmus Filtration Technologies
ATMU
$4.62B
$264K 0.01%
+5,852
ONB icon
661
Old National Bancorp
ONB
$9.26B
$262K 0.01%
11,923
+2,125
NBIS
662
Nebius Group N.V.
NBIS
$25.3B
$261K 0.01%
+2,325
SMBS
663
Schwab Mortgage-Backed Securities ETF
SMBS
$6.01B
$261K 0.01%
+10,140
TTWO icon
664
Take-Two Interactive
TTWO
$44.9B
$260K 0.01%
1,007
+50
MAS icon
665
Masco
MAS
$13.8B
$260K 0.01%
+3,696
FDN icon
666
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.48B
$259K 0.01%
927
-666
PXF icon
667
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.46B
$259K 0.01%
4,238
+108
SGOL icon
668
abrdn Physical Gold Shares ETF
SGOL
$9.18B
$258K 0.01%
+7,020
SMFG icon
669
Sumitomo Mitsui Financial
SMFG
$134B
$258K 0.01%
15,423
+4,976
KRC icon
670
Kilroy Realty
KRC
$4.06B
$256K 0.01%
+6,055
TSN icon
671
Tyson Foods
TSN
$22.8B
$254K 0.01%
+4,683
NEU icon
672
NewMarket
NEU
$6.12B
$254K 0.01%
+307
ADT icon
673
ADT
ADT
$6.52B
$254K 0.01%
+29,166
HMC icon
674
Honda
HMC
$38.2B
$253K 0.01%
+8,215
TGT icon
675
Target
TGT
$46.1B
$252K 0.01%
2,810
+593
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