EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
51
$14.6M 0.38%
578,953
-7,903
52
$14.3M 0.37%
352,859
+24,723
53
$14.2M 0.37%
70,717
+777
54
$14.2M 0.37%
70,237
+61,253
55
$13.8M 0.36%
137,953
+20,578
56
$13.7M 0.35%
53,446
-737
57
$13.1M 0.34%
573,292
+4,084
58
$13.1M 0.34%
101,675
+5,291
59
$12.7M 0.33%
114,362
+11,879
60
$12.5M 0.32%
276,800
+22,747
61
$12.3M 0.32%
39,885
+1,179
62
$12.1M 0.31%
73,230
+6,640
63
$11.8M 0.3%
53,160
+107
64
$11.5M 0.3%
414,445
-32,403
65
$11.4M 0.29%
95,887
+21,664
66
$11.1M 0.29%
66,084
+29,826
67
$11M 0.28%
44,352
+33,728
68
$11M 0.28%
70,814
-725
69
$10.8M 0.28%
70,970
+8,313
70
$10.6M 0.27%
12,860
+5,497
71
$10.6M 0.27%
126,592
+119,415
72
$10.6M 0.27%
22,590
-1,052
73
$10.5M 0.27%
27,480
-676
74
$10.5M 0.27%
395,098
-6,510
75
$10.5M 0.27%
20,433
+5,939
1 2
3
4 5