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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
BRO icon
901
Brown & Brown
BRO
$20.3B
$224K ﹤0.01%
3,442
-653
WEX icon
902
WEX
WEX
$4.7B
$224K ﹤0.01%
+1,465
USEW
903
Cambria US EW ETF
USEW
$187M
$223K ﹤0.01%
4,570
CMS icon
904
CMS Energy
CMS
$22.7B
$223K ﹤0.01%
+2,869
COMT icon
905
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$222K ﹤0.01%
+6,557
FLS icon
906
Flowserve
FLS
$9.98B
$222K ﹤0.01%
+3,015
FBIN icon
907
Fortune Brands Innovations
FBIN
$5.16B
$220K ﹤0.01%
5,633
-616
PXH icon
908
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
$220K ﹤0.01%
8,157
+4
VAC icon
909
Marriott Vacations Worldwide
VAC
$3.21B
$219K ﹤0.01%
+3,361
BPRE
910
Bluerock Private Real Estate Fund
BPRE
$219K ﹤0.01%
13,166
-1,294
BURL icon
911
Burlington
BURL
$21.3B
$218K ﹤0.01%
+671
AKRE
912
Akre Focus ETF
AKRE
$5.72B
$218K ﹤0.01%
4,128
-22,886
SUI icon
913
Sun Communities
SUI
$15.6B
$217K ﹤0.01%
+1,720
EVR icon
914
Evercore
EVR
$13.8B
$216K ﹤0.01%
+725
QTUM icon
915
Defiance Quantum ETF
QTUM
$5.96B
$215K ﹤0.01%
+2,008
BTI icon
916
British American Tobacco
BTI
$135B
$215K ﹤0.01%
+3,681
AJG icon
917
Arthur J. Gallagher & Co
AJG
$56.2B
$213K ﹤0.01%
+984
MORN icon
918
Morningstar
MORN
$6.66B
$212K ﹤0.01%
1,257
+309
BOND icon
919
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.03B
$212K ﹤0.01%
2,300
FSS icon
920
Federal Signal
FSS
$6.66B
$212K ﹤0.01%
1,958
GEHC icon
921
GE HealthCare
GEHC
$29.6B
$211K ﹤0.01%
2,963
+155
EQIX icon
922
Equinix
EQIX
$104B
$211K ﹤0.01%
+215
SGI
923
Somnigroup International
SGI
$15.2B
$211K ﹤0.01%
+2,850
IJK icon
924
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$211K ﹤0.01%
+2,093
CINF icon
925
Cincinnati Financial
CINF
$26.1B
$210K ﹤0.01%
+1,333
35 36
37
38 39