EWM
Empirical Wealth Management Portfolio holdings
AUM
$5.58B
1-Year Est. Return
20.39%
This Fund
S&P 500
1 Year Est. Return
+20.39%
AUM
$5.58B
AUM Growth
+$604M
(+12%)
Holding
984
Top Buys
| 1 | +$153M | |
| 2 | +$133M | |
| 3 | +$47.1M | |
| 4 |
WisdomTree US Quality Growth Fund
QGRW
|
+$42M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$17.6M |
Top Sells
| 1 | +$14.2M | |
| 2 | +$8.48M | |
| 3 | +$3.37M | |
| 4 |
Automatic Data Processing
ADP
|
+$3.16M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
976
Fluence Energy
FLNC
$2.17B
| – | – |
-13,000
|
|
||
977
GoDaddy
GDDY
$10.8B
| – | – |
-1,971
|
|
||
978
Northwest Bancshares
NWBI
$1.79B
| – | – |
-16,948
|
|
||
979
Realty Income
O
$60.1B
| – | – |
-3,491
|
|
||
980
Owens Corning
OC
$8.56B
| – | – |
-2,414
|
|
||
981
Old National Bancorp
ONB
$8.38B
| – | – |
-11,923
|
|
||
982
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.57B
| – | – |
-5,987
|
|
||
983
UFP Industries
UFPI
$5.08B
| – | – |
-8,895
|
|
||
984
Vanguard Russell 1000 Value ETF
VONV
$16.2B
| – | – |
-2,364
|
|