EWM
Empirical Wealth Management Portfolio holdings
AUM
$5.58B
1-Year Est. Return
20.39%
This Fund
S&P 500
1 Year Est. Return
+20.39%
AUM
$4.97B
AUM Growth
+$551M
(+12%)
Holding
840
Top Buys
| 1 | +$70M | |
| 2 | +$11.9M | |
| 3 | +$11M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$10.9M |
| 5 |
Quanta Services
PWR
|
+$9.63M |
Top Sells
| 1 | +$9.8M | |
| 2 | +$7.78M | |
| 3 | +$7.76M | |
| 4 |
HP
HPQ
|
+$7.55M |
| 5 |
PayPal
PYPL
|
+$7.22M |
Sector Composition
| 1 | Technology | 17.23% |
| 2 | Financials | 3.84% |
| 3 | Communication Services | 3.61% |
| 4 | Consumer Discretionary | 3.44% |
| 5 | Industrials | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
NuScale Power
SMR
$3.76B
| – | – |
-5,474
|
|
||
827
Steris
STE
$21B
| – | – |
-893
|
|
||
828
Atlassian
TEAM
$19.8B
| – | – |
-1,548
|
|
||
829
Motley Fool Global Opportunities ETF
TMFG
$344M
| – | – |
-9,527
|
|
||
830
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$4.77B
| – | – |
-13,500
|
|
||
831
VeriSign
VRSN
$21.9B
| – | – |
-849
|
|
||
|
WBA
832
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-15,374
|
|
||
833
Mueller Industries
MLI
$12.2B
| – | – |
-12,803
|
|
||
834
Miller Industries
MLR
$499M
| – | – |
-7,502
|
|
||
835
NMI Holdings
NMIH
$2.84B
| – | – |
-5,048
|
|
||
|
NVEE
836
DELISTED
NV5 Global
NVEE
| – | – |
-10,000
|
|
||
837
Orthofix Medical
OFIX
$470M
| – | – |
-13,297
|
|
||
|
ACH
838
Accendra Health
ACH
$182M
| – | – |
-42,485
|
|
||
839
TXO Partners LP
TXO
$683M
| – | – |
-70,777
|
|
||
840
Direxion Daily Financial Bear 3x ETF
FAZ
$154M
| – | – |
-1,000
|
|