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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
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$16.3M
3
+$15.4M
4
TXN icon
Texas Instruments
TXN
+$15.3M
5
MO icon
Altria Group
MO
+$14.6M

Top Sells

1
+$13.1M
2
+$11.8M
3
+$11M
4
BLDR icon
Builders FirstSource
BLDR
+$10.7M
5
DOX icon
Amdocs
DOX
+$10.5M

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
701
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-4,187
702
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-64,788
703
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-14,102
704
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-3,719
705
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-541
706
– –
-2,654
707
– –
-7,967
708
– –
-6,388
709
– –
-13,808
710
– –
-68,372
711
– –
-2,611
712
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-26,064
713
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-19,902
714
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-2,382
715
– –
-2,619
716
– –
-24,558
717
– –
-11,960
718
– –
-5,528
719
– –
-610
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