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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
DHI icon
776
D.R. Horton
DHI
$43.7B
$310K 0.01%
2,261
+99
WST icon
777
West Pharmaceutical
WST
$23.2B
$310K 0.01%
+1,236
KGC icon
778
Kinross Gold
KGC
$30.5B
$309K 0.01%
10,137
+645
MGM icon
779
MGM Resorts International
MGM
$12.5B
$309K 0.01%
8,350
+2,317
NBIS
780
Nebius Group N.V.
NBIS
$59B
$309K 0.01%
2,977
+79
AWI icon
781
Armstrong World Industries
AWI
$6.58B
$307K 0.01%
1,860
-339
FAF icon
782
First American
FAF
$6.7B
$306K 0.01%
5,079
+1,547
AVBH
783
Avidbank Holdings
AVBH
$356M
$302K 0.01%
10,600
MFG icon
784
Mizuho Financial
MFG
$118B
$302K 0.01%
37,984
+9,031
SPB icon
785
Spectrum Brands
SPB
$1.93B
$301K 0.01%
4,079
-416
OEF icon
786
iShares S&P 100 ETF
OEF
$20B
$300K 0.01%
943
+228
MT icon
787
ArcelorMittal
MT
$53.8B
$300K 0.01%
5,769
+587
EFX icon
788
Equifax
EFX
$19.5B
$300K 0.01%
1,665
-552
DVY icon
789
iShares Select Dividend ETF
DVY
$23.1B
$299K 0.01%
1,978
-173
FULT icon
790
Fulton Financial
FULT
$4.46B
$298K 0.01%
14,668
+2,071
HRTG icon
791
Heritage Insurance Holdings
HRTG
$680M
$296K 0.01%
11,264
+2,113
SKYW icon
792
Skywest
SKYW
$3.64B
$296K 0.01%
3,219
-550
OGE icon
793
OGE Energy
OGE
$9.86B
$295K 0.01%
+6,145
VRTX icon
794
Vertex Pharmaceuticals
VRTX
$113B
$294K 0.01%
659
-1,172
ING icon
795
ING
ING
$86.6B
$294K 0.01%
+11,287
MDLZ icon
796
Mondelez International
MDLZ
$80.9B
$292K 0.01%
5,073
+173
ATR icon
797
AptarGroup
ATR
$7.51B
$291K 0.01%
+2,309
BALL icon
798
Ball Corp
BALL
$15.2B
$291K 0.01%
+4,922
GMED icon
799
Globus Medical
GMED
$10.9B
$291K 0.01%
+3,373
TIGO icon
800
Millicom
TIGO
$15.7B
$290K 0.01%
3,871
-700
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