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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
PRFZ icon
876
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
$241K ﹤0.01%
+5,263
B
877
Barrick Mining
B
$67.4B
$241K ﹤0.01%
5,896
+27
RGTI icon
878
Rigetti Computing
RGTI
$6.97B
$240K ﹤0.01%
17,098
+7,804
ON icon
879
ON Semiconductor
ON
$45.4B
$240K ﹤0.01%
+3,871
NET icon
880
Cloudflare
NET
$81.1B
$239K ﹤0.01%
1,158
-33
DECK icon
881
Deckers Outdoor
DECK
$15.8B
$239K ﹤0.01%
2,385
+238
IEX icon
882
IDEX
IEX
$16.2B
$239K ﹤0.01%
+1,259
MDB icon
883
MongoDB
MDB
$27.6B
$238K ﹤0.01%
974
+394
IGIB icon
884
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$238K ﹤0.01%
4,477
+589
WDAY icon
885
Workday
WDAY
$32.3B
$237K ﹤0.01%
+1,825
MIDD icon
886
Middleby
MIDD
$7.17B
$236K ﹤0.01%
+1,777
TTWO icon
887
Take-Two Interactive
TTWO
$39.3B
$235K ﹤0.01%
+1,192
CNXC icon
888
Concentrix
CNXC
$1.6B
$234K ﹤0.01%
+8,566
NVT icon
889
nVent Electric
NVT
$26.8B
$233K ﹤0.01%
+1,973
LB
890
LandBridge Co
LB
$1.93B
$232K ﹤0.01%
+3,360
DG icon
891
Dollar General
DG
$25.3B
$232K ﹤0.01%
1,952
-1,161
ARRY icon
892
Array Technologies
ARRY
$1.2B
$231K ﹤0.01%
31,970
+1,957
QBTS icon
893
D-Wave Quantum
QBTS
$8.66B
$231K ﹤0.01%
15,999
+1,227
PNR icon
894
Pentair
PNR
$11.9B
$229K ﹤0.01%
2,626
-172
NFG icon
895
National Fuel Gas
NFG
$7.37B
$228K ﹤0.01%
2,428
-249
HDB icon
896
HDFC Bank
HDB
$124B
$228K ﹤0.01%
9,147
+2,265
COO icon
897
Cooper Companies
COO
$13.2B
$227K ﹤0.01%
+3,177
RWX icon
898
State Street SPDR Dow Jones International Real Estate ETF
RWX
$268M
$227K ﹤0.01%
8,520
+606
BPOP icon
899
Popular Inc
BPOP
$10.4B
$226K ﹤0.01%
+1,682
HE icon
900
Hawaiian Electric Industries
HE
$2.31B
$225K ﹤0.01%
15,171
+4,261
34 35
36
37 38