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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
SPMD icon
801
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$290K 0.01%
4,893
+282
SPTI icon
802
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
$290K 0.01%
10,104
+1,117
HBAN icon
803
Huntington Bancshares
HBAN
$35.5B
$289K 0.01%
18,494
-186
AMT icon
804
American Tower
AMT
$87.2B
$289K 0.01%
1,677
-6,076
DDOG icon
805
Datadog
DDOG
$81.8B
$289K 0.01%
+2,448
DINO icon
806
HF Sinclair
DINO
$12.8B
$288K 0.01%
+4,612
ACAD icon
807
Acadia Pharmaceuticals
ACAD
$3.61B
$288K 0.01%
12,923
+3,026
SIGA icon
808
SIGA Technologies
SIGA
$310M
$287K 0.01%
53,694
+9,772
SCHM icon
809
Schwab US Mid-Cap ETF
SCHM
$14.9B
$286K 0.01%
9,225
-8,065
HDV
810
iShares Core High Dividend ETF
HDV
$13.7B
$285K 0.01%
10,500
-730
NWSA icon
811
News Corp Class A
NWSA
$14B
$283K ﹤0.01%
+11,361
GTES icon
812
Gates Industrial
GTES
$6.89B
$282K ﹤0.01%
+12,487
ARW icon
813
Arrow Electronics
ARW
$11.6B
$282K ﹤0.01%
+1,968
BJRI icon
814
BJ's Restaurants
BJRI
$1.11B
$282K ﹤0.01%
8,038
+22
OFG icon
815
OFG Bancorp
OFG
$2.03B
$282K ﹤0.01%
6,969
+1,287
CTVA icon
816
Corteva
CTVA
$50.9B
$281K ﹤0.01%
+3,355
DFAW icon
817
Dimensional World Equity ETF
DFAW
$1.39B
$280K ﹤0.01%
3,796
+785
VOOG icon
818
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$279K ﹤0.01%
4,104
+600
ADM icon
819
Archer Daniels Midland
ADM
$38.7B
$278K ﹤0.01%
3,824
-65
WIT icon
820
Wipro
WIT
$23.1B
$278K ﹤0.01%
131,099
-22,012
SRLN icon
821
State Street Blackstone Senior Loan ETF
SRLN
$5.19B
$277K ﹤0.01%
6,902
-320
CUBE icon
822
CubeSmart
CUBE
$9.48B
$277K ﹤0.01%
+7,548
HII icon
823
Huntington Ingalls Industries
HII
$11.7B
$277K ﹤0.01%
+728
TRU icon
824
TransUnion
TRU
$12.7B
$275K ﹤0.01%
3,979
+1,257
ALLE icon
825
Allegion
ALLE
$11.5B
$275K ﹤0.01%
+1,893
31 32
33
34 35