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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
VOT icon
101
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$9.99M 0.17%
38,802
+2,862
AZO icon
102
AutoZone
AZO
$51B
$9.57M 0.17%
2,833
+164
ESGU icon
103
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$9.51M 0.17%
67,280
+4,807
PG icon
104
Procter & Gamble
PG
$348B
$9.36M 0.16%
64,800
+35,623
AMAT icon
105
Applied Materials
AMAT
$450B
$9.16M 0.16%
26,788
+2,777
FNDF icon
106
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$8.94M 0.16%
182,750
-15,062
RTX icon
107
RTX Corp
RTX
$247B
$8.92M 0.16%
46,264
+792
FTSL icon
108
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$8.76M 0.15%
195,571
+17,100
MCK icon
109
McKesson
MCK
$94.2B
$8.6M 0.15%
9,942
-342
NEM icon
110
Newmont
NEM
$107B
$8.54M 0.15%
78,935
+2,718
ABBV icon
111
AbbVie
ABBV
$402B
$8.26M 0.14%
37,968
+1,761
SHM icon
112
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$8.05M 0.14%
168,403
+9,074
ETN icon
113
Eaton
ETN
$152B
$8.01M 0.14%
22,408
+139
VUG icon
114
Vanguard Growth ETF
VUG
$221B
$7.99M 0.14%
109,794
+40,116
TXN icon
115
Texas Instruments
TXN
$274B
$7.96M 0.14%
41,013
-3,916
ORCL icon
116
Oracle
ORCL
$530B
$7.89M 0.14%
53,635
-2,918
HYMB icon
117
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$7.84M 0.14%
315,994
-269,318
HD icon
118
Home Depot
HD
$327B
$7.78M 0.14%
23,670
+1,277
TMUS icon
119
T-Mobile US
TMUS
$205B
$7.15M 0.12%
34,054
+6,971
TSM icon
120
TSMC
TSM
$2.2T
$7.13M 0.12%
21,103
+511
UAL icon
121
United Airlines
UAL
$37.5B
$7.11M 0.12%
77,233
+4,448
BKR icon
122
Baker Hughes
BKR
$62.6B
$6.94M 0.12%
113,729
+1,721
SPIB icon
123
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$6.8M 0.12%
202,653
-3,878
HPE icon
124
Hewlett Packard
HPE
$63.8B
$6.74M 0.12%
283,119
+24,451
ORLY icon
125
O'Reilly Automotive
ORLY
$75.4B
$6.45M 0.11%
69,858
+14,422
3 4
5
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