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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
NOK icon
951
Nokia
NOK
$82.6B
$180K ﹤0.01%
22,329
+4,909
SOFI icon
952
SoFi Technologies
SOFI
$21.3B
$176K ﹤0.01%
11,095
+2,125
MAKO
953
Mako Mining
MAKO
$665M
$176K ﹤0.01%
+27,500
LEG icon
954
Leggett & Platt
LEG
$1.45B
$176K ﹤0.01%
17,771
+4,237
ADT icon
955
ADT
ADT
$5.17B
$168K ﹤0.01%
+25,617
LYG icon
956
Lloyds Banking Group
LYG
$80.1B
$164K ﹤0.01%
32,634
+8,331
GOF icon
957
Guggenheim Strategic Opportunities Fund
GOF
$2.34B
$160K ﹤0.01%
14,539
RDY icon
958
Dr. Reddy's Laboratories
RDY
$11.1B
$159K ﹤0.01%
+11,449
NWG icon
959
NatWest
NWG
$66B
$150K ﹤0.01%
+10,039
FTCA
960
Franklin California Municipal Income ETF
FTCA
$611M
$142K ﹤0.01%
+19,526
NMR icon
961
Nomura Holdings
NMR
$25.5B
$140K ﹤0.01%
17,685
+5,812
AI icon
962
C3.ai
AI
$1.58B
$116K ﹤0.01%
13,776
+1,548
PK icon
963
Park Hotels & Resorts
PK
$2.92B
$114K ﹤0.01%
+10,848
SLV icon
964
iShares Silver Trust
SLV
$32.7B
$107K ﹤0.01%
1,577
-3,876
BSBR icon
965
Santander
BSBR
$40.6B
$107K ﹤0.01%
18,020
+5,527
UNIT
966
Uniti Group
UNIT
$3.1B
$99.7K ﹤0.01%
+10,625
FLO icon
967
Flowers Foods
FLO
$1.65B
$97.2K ﹤0.01%
11,926
-19,219
ABAT icon
968
American Battery Technology Co
ABAT
$461M
$93.5K ﹤0.01%
33,501
ASTL icon
969
Algoma Steel
ASTL
$528M
$89.9K ﹤0.01%
21,773
TKC icon
970
Turkcell
TKC
$5.21B
$89.6K ﹤0.01%
14,861
+4,622
TIC
971
TIC Solutions Inc
TIC
$1.87B
$83.5K ﹤0.01%
12,688
+1,165
JBLU icon
972
JetBlue
JBLU
$1.86B
$83.3K ﹤0.01%
18,840
+151
XERS icon
973
Xeris Biopharma Holdings
XERS
$1.17B
$79.2K ﹤0.01%
13,650
-2,420
NIO icon
974
NIO
NIO
$13.1B
$76.9K ﹤0.01%
12,750
-660
QS icon
975
QuantumScape Corp
QS
$4.36B
$75.6K ﹤0.01%
11,845
37 38
39
40 41