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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
PAYX icon
126
Paychex
PAYX
$36.1B
$6.44M 0.11%
69,865
+867
DEM icon
127
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.03B
$6.22M 0.11%
125,189
+446
MCD icon
128
McDonald's
MCD
$202B
$6.12M 0.11%
19,698
+1,743
VSGX icon
129
Vanguard ESG International Stock ETF
VSGX
$6.65B
$6M 0.1%
83,687
-766
GE icon
130
GE Aerospace
GE
$350B
$5.77M 0.1%
20,321
+1,081
MPWR icon
131
Monolithic Power Systems
MPWR
$77.5B
$5.72M 0.1%
5,235
+536
KR icon
132
Kroger
KR
$39.9B
$5.72M 0.1%
79,095
+5,169
EME icon
133
Emcor
EME
$36.6B
$5.71M 0.1%
7,738
+533
SPSB icon
134
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$5.68M 0.1%
188,946
-3,170
MUB icon
135
iShares National Muni Bond ETF
MUB
$45.3B
$5.67M 0.1%
53,422
+4,421
SUB icon
136
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$5.6M 0.1%
52,599
-158
SCHB icon
137
Schwab US Broad Market ETF
SCHB
$42.6B
$5.5M 0.1%
218,927
-4,562
GRMN icon
138
Garmin
GRMN
$45.9B
$5.47M 0.1%
23,584
+5,006
MRK icon
139
Merck
MRK
$294B
$5.43M 0.09%
45,169
+7,239
BAC icon
140
Bank of America
BAC
$398B
$5.42M 0.09%
111,224
-120
BLK icon
141
Blackrock
BLK
$160B
$5.21M 0.09%
5,419
+9
LPLA icon
142
LPL Financial
LPLA
$23.6B
$5.15M 0.09%
17,115
+623
ANET icon
143
Arista Networks
ANET
$206B
$5.11M 0.09%
41,579
+105
ADBE icon
144
Adobe
ADBE
$82.5B
$5.08M 0.09%
20,886
-7,262
IJS icon
145
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$5.04M 0.09%
42,541
BMY icon
146
Bristol-Myers Squibb
BMY
$117B
$5.03M 0.09%
82,927
+3,387
INTC icon
147
Intel
INTC
$626B
$4.95M 0.09%
112,083
-25,414
ETR icon
148
Entergy
ETR
$50.9B
$4.92M 0.09%
43,752
+531
FNDE icon
149
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.53B
$4.84M 0.08%
126,608
-3,091
VT icon
150
Vanguard Total World Stock ETF
VT
$75.2B
$4.82M 0.08%
34,822
+14,758
4 5
6
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