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
101
$6.05M 0.18%
15,781
+1,511
102
$5.98M 0.18%
23,959
+15,091
103
$5.97M 0.18%
21,407
-6,225
104
$5.63M 0.17%
51,974
+9,229
105
$5.45M 0.16%
32,741
+5,144
106
$5.24M 0.16%
160,715
+37,729
107
$5.24M 0.16%
33,192
-55,361
108
$5.15M 0.16%
49,166
+1,120
109
$4.99M 0.15%
119,149
+1,849
110
$4.89M 0.15%
85,170
+538
111
$4.81M 0.15%
236,815
-4,698
112
$4.69M 0.14%
48,449
+7,858
113
$4.67M 0.14%
163,067
+1,605
114
$4.6M 0.14%
44,808
-1,004
115
$4.58M 0.14%
203,585
-14,196
116
$4.47M 0.13%
136,737
+317
117
$4.36M 0.13%
27,952
+2,984
118
$4.21M 0.13%
182,856
+12,242
119
$4.06M 0.12%
52,116
+6,893
120
$3.98M 0.12%
9,222
+1,665
121
$3.93M 0.12%
60,278
+912
122
$3.86M 0.12%
29,160
+310
123
$3.86M 0.12%
23,763
+3,657
124
$3.82M 0.12%
38,022
+3,945
125
$3.72M 0.11%
65,306
+2,949
3 4
5
6 7