EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$5.57M
3
+$5.45M
4
RS icon
Reliance Steel & Aluminium
RS
+$4.98M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.95M

Top Sells

1
+$26.6M
2
+$12.5M
3
+$9.45M
4
CVX icon
Chevron
CVX
+$8.73M
5
XOM icon
Exxon Mobil
XOM
+$7.61M

Sector Composition

1 Technology 13.89%
2 Consumer Discretionary 3.31%
3 Healthcare 3.01%
4 Financials 2.58%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.7M 0.26%
19,591
-277
77
$8.48M 0.26%
238,055
+1,836
78
$8.41M 0.25%
114,840
+15,304
79
$8.41M 0.25%
81,005
+11,522
80
$7.98M 0.24%
88,288
+15,732
81
$7.9M 0.24%
53,124
+4,484
82
$7.85M 0.24%
223,256
-4,955
83
$7.71M 0.23%
14,673
-462
84
$7.71M 0.23%
162,520
-12,590
85
$7.56M 0.23%
104,554
+6,923
86
$7.54M 0.23%
26,321
-763
87
$7.38M 0.22%
225,860
+2,936
88
$7.22M 0.22%
65,346
+4,923
89
$7.07M 0.21%
61,501
-842
90
$7.02M 0.21%
19,336
+2,304
91
$6.98M 0.21%
57,896
+8,682
92
$6.91M 0.21%
59,407
-65,498
93
$6.78M 0.2%
78,919
+12,113
94
$6.48M 0.2%
123,982
-3,827
95
$6.42M 0.19%
59,641
+1,555
96
$6.42M 0.19%
13,345
+595
97
$6.37M 0.19%
137,817
-8,541
98
$6.35M 0.19%
213,323
-16,693
99
$6.26M 0.19%
64,440
+4,460
100
$6.08M 0.18%
7,819
+3,255
2 3
4
5 6