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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
MPLX icon
726
MPLX
MPLX
$57.7B
$352K 0.01%
6,166
+446
NUMG icon
727
Nuveen ESG Mid-Cap Growth ETF
NUMG
$365M
$351K 0.01%
8,533
+482
GM icon
728
General Motors
GM
$73.5B
$350K 0.01%
4,696
+954
SMH icon
729
VanEck Semiconductor ETF
SMH
$70.8B
$349K 0.01%
+911
MRVL icon
730
Marvell Technology
MRVL
$245B
$348K 0.01%
+3,515
PRIM icon
731
Primoris Services
PRIM
$5.35B
$348K 0.01%
2,431
+787
BBY icon
732
Best Buy
BBY
$16.6B
$348K 0.01%
5,415
+2,146
STM icon
733
STMicroelectronics
STM
$68.7B
$348K 0.01%
10,062
+479
PCTY icon
734
Paylocity
PCTY
$5.83B
$347K 0.01%
3,209
+1,181
DFAX icon
735
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$346K 0.01%
10,185
PPG icon
736
PPG Industries
PPG
$26.6B
$346K 0.01%
+3,235
INFY icon
737
Infosys
INFY
$47.5B
$345K 0.01%
25,562
-3,386
TXT icon
738
Textron
TXT
$16.1B
$345K 0.01%
3,937
-132
NSC icon
739
Norfolk Southern
NSC
$70.5B
$345K 0.01%
1,201
-34
ALLY icon
740
Ally Financial
ALLY
$13.6B
$344K 0.01%
+8,769
HDEF icon
741
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.26B
$344K 0.01%
10,604
-384
FNDC icon
742
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
$343K 0.01%
7,394
-12
SPGP icon
743
Invesco S&P 500 GARP ETF
SPGP
$2.19B
$343K 0.01%
3,183
-265
ARCC icon
744
Ares Capital
ARCC
$13.8B
$341K 0.01%
18,919
+7,438
SPYG icon
745
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.8B
$341K 0.01%
3,481
MAGS icon
746
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.66B
$340K 0.01%
+5,870
THFF icon
747
First Financial Corp
THFF
$892M
$338K 0.01%
5,351
+630
NXPI icon
748
NXP Semiconductors
NXPI
$77B
$336K 0.01%
+1,707
UL icon
749
Unilever
UL
$128B
$336K 0.01%
5,896
+645
SPEM icon
750
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$336K 0.01%
7,156
-376
28 29
30
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