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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
EA icon
701
Electronic Arts
EA
$51B
$367K 0.01%
+1,800
MELI icon
702
Mercado Libre
MELI
$80.6B
$367K 0.01%
212
+6
PSA icon
703
Public Storage
PSA
$57.2B
$366K 0.01%
1,351
+368
BHE icon
704
Benchmark Electronics
BHE
$3.23B
$364K 0.01%
6,494
+875
AMH icon
705
American Homes 4 Rent
AMH
$12B
$364K 0.01%
+13,027
PXF icon
706
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.91B
$363K 0.01%
5,194
+658
OGS icon
707
ONE Gas
OGS
$4.88B
$363K 0.01%
4,215
+672
FTI icon
708
TechnipFMC
FTI
$28.2B
$363K 0.01%
5,244
-1,050
TECK icon
709
Teck Resources
TECK
$31.7B
$362K 0.01%
7,002
+52
XLV icon
710
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$362K 0.01%
2,469
+59
RJF icon
711
Raymond James Financial
RJF
$30.1B
$362K 0.01%
2,498
-95
SLYV icon
712
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.81B
$361K 0.01%
3,820
-57
THG icon
713
Hanover Insurance
THG
$6.92B
$361K 0.01%
+2,081
AX icon
714
Axos Financial
AX
$5.14B
$361K 0.01%
4,238
+478
ONEQ icon
715
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$361K 0.01%
4,246
ROKU icon
716
Roku
ROKU
$21.2B
$361K 0.01%
+3,810
GRBK icon
717
Green Brick Partners
GRBK
$3.11B
$360K 0.01%
5,593
+97
APA icon
718
APA Corp
APA
$13.1B
$360K 0.01%
+8,486
GDX icon
719
VanEck Gold Miners ETF
GDX
$24.4B
$360K 0.01%
3,922
-1,492
PHG icon
720
Philips
PHG
$25.7B
$360K 0.01%
13,124
+886
BIDU icon
721
Baidu
BIDU
$39.4B
$359K 0.01%
3,225
+464
XEL icon
722
Xcel Energy
XEL
$49.5B
$359K 0.01%
4,513
+807
CTAS icon
723
Cintas
CTAS
$70.5B
$356K 0.01%
2,107
+985
HIMS icon
724
Hims & Hers Health
HIMS
$6.21B
$354K 0.01%
+17,060
XLI icon
725
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$353K 0.01%
2,181
+687
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29
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