EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.6M
3
+$16.1M
4
PM icon
Philip Morris
PM
+$15.7M
5
FI icon
Fiserv
FI
+$15.5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
DOX icon
Amdocs
DOX
+$11M
5
RS icon
Reliance Steel & Aluminium
RS
+$10.2M

Sector Composition

1 Technology 13.19%
2 Financials 4.14%
3 Communication Services 2.97%
4 Consumer Discretionary 2.74%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
101
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$7.14M 0.18%
29,205
+4,201
MCK icon
102
McKesson
MCK
$97.3B
$7.13M 0.18%
10,590
-21,211
ESGU icon
103
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
$7.08M 0.18%
58,092
-455
GILD icon
104
Gilead Sciences
GILD
$147B
$6.85M 0.18%
61,118
-81,049
SPSB icon
105
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.93B
$6.8M 0.17%
225,916
-24,040
MTB icon
106
M&T Bank
MTB
$29.2B
$6.76M 0.17%
+37,805
SPIB icon
107
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$6.75M 0.17%
203,001
-25,762
TMUS icon
108
T-Mobile US
TMUS
$258B
$6.68M 0.17%
25,032
+21,702
UNH icon
109
UnitedHealth
UNH
$327B
$6.56M 0.17%
12,521
+5,605
PYPL icon
110
PayPal
PYPL
$64.9B
$6.55M 0.17%
100,389
+93,318
HD icon
111
Home Depot
HD
$386B
$6.52M 0.17%
17,783
-244
SHM icon
112
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$6.49M 0.17%
136,266
-19,431
DELL icon
113
Dell
DELL
$103B
$6.19M 0.16%
67,940
-6,392
NVR icon
114
NVR
NVR
$21.4B
$6.18M 0.16%
853
-1,546
GLW icon
115
Corning
GLW
$72.5B
$6.16M 0.16%
134,625
+85,639
AZO icon
116
AutoZone
AZO
$67.6B
$6.16M 0.16%
1,616
-2,011
TJX icon
117
TJX Companies
TJX
$160B
$6.11M 0.16%
50,124
+45,255
FTSL icon
118
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$5.98M 0.15%
131,040
-3,316
APO icon
119
Apollo Global Management
APO
$73B
$5.98M 0.15%
+43,655
HYD icon
120
VanEck High Yield Muni ETF
HYD
$3.49B
$5.77M 0.15%
112,732
-6,186
SUB icon
121
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$5.7M 0.15%
53,980
-1,415
MUB icon
122
iShares National Muni Bond ETF
MUB
$40.2B
$5.65M 0.15%
53,628
+1,157
PG icon
123
Procter & Gamble
PG
$349B
$5.4M 0.14%
31,678
+3,954
MCD icon
124
McDonald's
MCD
$217B
$5.34M 0.14%
17,100
+3,374
VUG icon
125
Vanguard Growth ETF
VUG
$195B
$5.31M 0.14%
14,321
+7,697
3 4
5
6 7