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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
$5.58B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$133M
3
+$47.1M
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$42M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$17.6M

Top Sells

1
+$14.2M
2
+$8.48M
3
+$3.37M
4
ADP icon
Automatic Data Processing
ADP
+$3.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.76M

Sector Composition

1 Technology 16.74%
2 Financials 3.72%
3 Consumer Discretionary 3.31%
4 Communication Services 3.25%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIG icon
876
CEMIG Preferred Shares
CIG
$5.92B
$119K ﹤0.01%
59,585
-209,407
TIC
877
TIC Solutions Inc
TIC
$1.83B
$116K ﹤0.01%
11,523
ITUB icon
878
Itaú Unibanco
ITUB
$86.9B
$114K ﹤0.01%
+15,882
NOK icon
879
Nokia
NOK
$77.1B
$113K ﹤0.01%
+17,420
ABAT icon
880
American Battery Technology Co
ABAT
$368M
$112K ﹤0.01%
+33,501
NMR icon
881
Nomura Holdings
NMR
$25.2B
$99.6K ﹤0.01%
+11,873
ASTL icon
882
Algoma Steel
ASTL
$421M
$89.3K ﹤0.01%
21,773
JBLU icon
883
JetBlue
JBLU
$2.15B
$85K ﹤0.01%
18,689
BSBR icon
884
Santander
BSBR
$38.5B
$76.3K ﹤0.01%
+12,493
NIO icon
885
NIO
NIO
$12.3B
$68.4K ﹤0.01%
13,410
+160
CGTX icon
886
Cognition Therapeutics
CGTX
$91.3M
$64.8K ﹤0.01%
48,000
RUM icon
887
RUM Group Inc. Class A Common Stock
RUM
$1.71B
$63.2K ﹤0.01%
10,000
TKC icon
888
Turkcell
TKC
$5.22B
$56K ﹤0.01%
+10,239
CLNE icon
889
Clean Energy Fuels
CLNE
$381M
$23.1K ﹤0.01%
11,000
CBAT icon
890
CBAK Energy Technology
CBAT
$63.3M
$8.56K ﹤0.01%
10,250
MOBXW icon
891
Mobix Labs Warrants
MOBXW
$939K
$1.17K ﹤0.01%
13,000
CAG icon
892
Conagra Brands
CAG
$6.51B
– –
-13,273
CATY icon
893
Cathay General Bancorp
CATY
$4.13B
– –
-36,452
HSY icon
894
Hershey
HSY
$37.1B
– –
-1,141
JD icon
895
JD.com
JD
$34.4B
– –
-12,534
K
896
DELISTED
Kellanova
K
– –
-3,394
KMB icon
897
Kimberly-Clark
KMB
$35.4B
– –
-2,207
UFPI icon
898
UFP Industries
UFPI
$5.07B
– –
-8,895
VCTR icon
899
Victory Capital Holdings
VCTR
$5.22B
– –
-8,060
ADT icon
900
ADT
ADT
$4.98B
– –
-29,166
34 35
36
37 38