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
126
$3.69M 0.11%
13,102
+992
127
$3.65M 0.11%
18,225
-40
128
$3.65M 0.11%
317,630
-10,061
129
$3.57M 0.11%
128,556
+846
130
$3.43M 0.1%
47,352
131
$3.42M 0.1%
37,445
-1,136
132
$3.31M 0.1%
32,086
+2,516
133
$3.25M 0.1%
73,478
+763
134
$3.22M 0.1%
35,839
-2,526
135
$3.1M 0.09%
37,742
-547
136
$3.1M 0.09%
23,119
+2,542
137
$3.09M 0.09%
13,417
-24,819
138
$3.08M 0.09%
17,082
+22
139
$3.08M 0.09%
17,598
+2,000
140
$3.07M 0.09%
20,739
+2,450
141
$2.85M 0.09%
56,823
-13,462
142
$2.83M 0.09%
21,450
-570
143
$2.82M 0.09%
17,761
+256
144
$2.81M 0.08%
11,256
+115
145
$2.79M 0.08%
48,859
+2,698
146
$2.78M 0.08%
22,827
+106
147
$2.74M 0.08%
45,070
+7,900
148
$2.67M 0.08%
13,813
+4,624
149
$2.66M 0.08%
5,376
+443
150
$2.62M 0.08%
149,091
+16,083
4 5
6
7 8