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EWM
Empirical Wealth Management Portfolio holdings
AUM
$5.75B
1-Year Est. Return
21.16%
This Fund
S&P 500
1 Year Est. Return
+21.16%
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
Methanex
MEOH
$3.72B
| – | – |
-9,621
|
|
||
977
Mohawk Industries
MHK
$7.26B
| – | – |
-1,650
|
|
||
978
M/I Homes
MHO
$4.06B
| – | – |
-2,820
|
|
||
979
Strategy Inc
MSTR
$33.7B
| – | – |
-1,774
|
|
||
980
NewMarket
NEU
$7.27B
| – | – |
-307
|
|
||
981
CMS Energy
CMS
$23.6B
| – | – |
-9,231
|
|
||
982
Canadian National Railway
CNI
$70.3B
| – | – |
-4,968
|
|
||
983
Global X Copper Miners ETF NEW
COPX
$7.05B
| – | – |
-3,393
|
|
||
984
Corcept Therapeutics
CORT
$8.76B
| – | – |
-2,585
|
|