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
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$134M
3
+$47.2M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42.2M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.5M

Top Sells

1
+$14.2M
2
+$8.33M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.05M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YETI icon
726
Yeti Holdings
YETI
$3.62B
$271K ﹤0.01%
+6,142
SWKS icon
727
Skyworks Solutions
SWKS
$8.29B
$270K ﹤0.01%
4,253
+117
AN icon
728
AutoNation
AN
$7.83B
$269K ﹤0.01%
1,305
+262
ADMA icon
729
ADMA Biologics
ADMA
$3.89B
$269K ﹤0.01%
+14,726
SIGA icon
730
SIGA Technologies
SIGA
$478M
$268K ﹤0.01%
+43,922
ITT icon
731
ITT
ITT
$15.6B
$268K ﹤0.01%
+1,546
HRTG icon
732
Heritage Insurance Holdings
HRTG
$795M
$268K ﹤0.01%
+9,151
KGC icon
733
Kinross Gold
KGC
$46B
$267K ﹤0.01%
+9,492
SPMD icon
734
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$267K ﹤0.01%
4,611
-36
CART icon
735
Maplebear
CART
$9.93B
$267K ﹤0.01%
+5,936
CPT icon
736
Camden Property Trust
CPT
$11.4B
$267K ﹤0.01%
+2,422
MUFG icon
737
Mitsubishi UFJ Financial
MUFG
$203B
$266K ﹤0.01%
16,770
-18,960
SPB icon
738
Spectrum Brands
SPB
$1.46B
$266K ﹤0.01%
+4,495
POST icon
739
Post Holdings
POST
$5.05B
$265K ﹤0.01%
+2,678
DVA icon
740
DaVita
DVA
$7.48B
$265K ﹤0.01%
+2,332
ACAD icon
741
Acadia Pharmaceuticals
ACAD
$4.33B
$264K ﹤0.01%
+9,897
MDLZ icon
742
Mondelez International
MDLZ
$74.5B
$264K ﹤0.01%
4,900
-353
DPZ icon
743
Domino's
DPZ
$13.7B
$263K ﹤0.01%
630
-3
HRMY icon
744
Harmony Biosciences
HRMY
$2.12B
$260K ﹤0.01%
+6,960
ACT icon
745
Enact Holdings
ACT
$5.68B
$260K ﹤0.01%
6,551
+722
VOOG icon
746
Vanguard S&P 500 Growth ETF
VOOG
$22.4B
$260K ﹤0.01%
584
-503
SPTI icon
747
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.82B
$259K ﹤0.01%
8,987
-391
PLXS icon
748
Plexus
PLXS
$4.84B
$258K ﹤0.01%
1,753
+180
URI icon
749
United Rentals
URI
$57.5B
$257K ﹤0.01%
+318
BCRX icon
750
BioCryst Pharmaceuticals
BCRX
$1.65B
$257K ﹤0.01%
32,910
+8,474
28 29
30
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