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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
MAN icon
751
ManpowerGroup
MAN
$1.58B
$332K 0.01%
+11,276
MWA icon
752
Mueller Water Products
MWA
$4.04B
$331K 0.01%
12,057
+1,591
PPC icon
753
Pilgrim's Pride
PPC
$7.15B
$330K 0.01%
8,733
+2,378
ACI icon
754
Albertsons Companies
ACI
$7.62B
$329K 0.01%
19,319
+5,197
INVX
755
Innovex International
INVX
$2.02B
$328K 0.01%
13,468
+2,119
PKW icon
756
Invesco BuyBack Achievers ETF
PKW
$1.65B
$328K 0.01%
2,500
XLY icon
757
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$327K 0.01%
2,996
-286
DXCM icon
758
DexCom
DXCM
$29.1B
$326K 0.01%
+5,193
SMFG icon
759
Sumitomo Mitsui Financial
SMFG
$155B
$326K 0.01%
16,500
+5,142
CDW icon
760
CDW
CDW
$16.9B
$326K 0.01%
2,690
+838
WTW icon
761
Willis Towers Watson
WTW
$24.8B
$325K 0.01%
1,118
+3
IEF icon
762
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$322K 0.01%
3,377
VONE icon
763
Vanguard Russell 1000 ETF
VONE
$8B
$319K 0.01%
+1,080
EPAM icon
764
EPAM Systems
EPAM
$4.98B
$316K 0.01%
2,336
+48
EXPD icon
765
Expeditors International
EXPD
$21.8B
$316K 0.01%
2,207
+344
EG icon
766
Everest Group
EG
$13.4B
$315K 0.01%
+965
SBAC icon
767
SBA Communications
SBAC
$21.7B
$314K 0.01%
1,827
-161
RBCAA icon
768
Republic Bancorp
RBCAA
$1.72B
$314K 0.01%
4,444
+820
DVA icon
769
DaVita
DVA
$13.4B
$313K 0.01%
2,037
-295
URBN icon
770
Urban Outfitters
URBN
$6.59B
$313K 0.01%
4,939
+1,124
PAYC icon
771
Paycom
PAYC
$6.27B
$312K 0.01%
+2,563
CLS icon
772
Celestica
CLS
$45.2B
$311K 0.01%
1,105
-182
ACT icon
773
Enact Holdings
ACT
$5.92B
$311K 0.01%
7,623
+1,072
TDG icon
774
TransDigm Group
TDG
$70.3B
$311K 0.01%
268
-9
MAT icon
775
Mattel
MAT
$4.26B
$311K 0.01%
21,375
+635
29 30
31
32 33