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
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.6B
| – | – |
-26,784
|
|
||
977
abrdn Physical Gold Shares ETF
SGOL
$8.06B
| – | – |
-7,020
|
|
||
978
Champion Homes
SKY
$4.03B
| – | – |
-3,106
|
|
||
|
SLI
979
Standard Lithium
SLI
$955M
| – | – |
-13,800
|
|
||
980
Sun Country Airlines
SNCY
$922M
| – | – |
-29,872
|
|
||
981
Spotify
SPOT
$85.9B
| – | – |
-544
|
|
||
982
Toyota
TM
$222B
| – | – |
-1,599
|
|
||
983
Motley Fool 100 Index ETF
TMFC
$2.07B
| – | – |
-6,943
|
|
||
984
Taylor Morrison
TMHC
$5.61B
| – | – |
-8,497
|
|