EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$5.57M
3
+$5.45M
4
RS icon
Reliance Steel & Aluminium
RS
+$4.98M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.95M

Top Sells

1
+$26.6M
2
+$12.5M
3
+$9.45M
4
CVX icon
Chevron
CVX
+$8.73M
5
XOM icon
Exxon Mobil
XOM
+$7.61M

Sector Composition

1 Technology 13.89%
2 Consumer Discretionary 3.31%
3 Healthcare 3.01%
4 Financials 2.58%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.4M 0.37%
490,369
+49,732
52
$12.3M 0.37%
101,851
-552
53
$12.2M 0.37%
22,691
+16,472
54
$11.9M 0.36%
79,054
-21,878
55
$11.7M 0.35%
93,221
+11,839
56
$11.5M 0.35%
380,671
+51,241
57
$11.3M 0.34%
350,824
+5,307
58
$11M 0.33%
53,447
+4,100
59
$10.9M 0.33%
90,991
+11,073
60
$10.8M 0.33%
427,743
-1,926
61
$10.8M 0.33%
258,616
-4,285
62
$10.6M 0.32%
92,623
-82,824
63
$10.4M 0.31%
59,071
+15,030
64
$10.4M 0.31%
185,657
-3,196
65
$10.2M 0.31%
175,592
+31,558
66
$10.1M 0.3%
250,781
+7,285
67
$10.1M 0.3%
409,272
-7,494
68
$9.98M 0.3%
53,383
+6,730
69
$9.94M 0.3%
11,923
+4,923
70
$9.83M 0.3%
64,987
-3,685
71
$9.58M 0.29%
3,040
+145
72
$9.54M 0.29%
28,562
+14,891
73
$9.49M 0.29%
277,516
+9,330
74
$9.03M 0.27%
74,644
-856
75
$8.89M 0.27%
56,217
+155
1 2
3
4 5