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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
MA icon
151
Mastercard
MA
$433B
$4.8M 0.08%
9,603
+545
GEV icon
152
GE Vernova
GEV
$253B
$4.79M 0.08%
5,488
+1,174
PLTR icon
153
Palantir
PLTR
$307B
$4.78M 0.08%
32,680
+10,695
DES icon
154
WisdomTree US SmallCap Dividend Fund
DES
$2.16B
$4.75M 0.08%
132,137
+3,445
CAH icon
155
Cardinal Health
CAH
$52.4B
$4.74M 0.08%
22,434
+928
DLS icon
156
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$4.58M 0.08%
56,243
+129
HIG icon
157
Hartford Financial Services
HIG
$35.5B
$4.53M 0.08%
33,531
+3,073
ACGL icon
158
Arch Capital
ACGL
$32B
$4.5M 0.08%
46,882
-6,468
KO icon
159
Coca-Cola
KO
$355B
$4.48M 0.08%
58,854
+6,724
SBUX icon
160
Starbucks
SBUX
$117B
$4.47M 0.08%
49,878
+3,341
VBK icon
161
Vanguard Small-Cap Growth ETF
VBK
$23.6B
$4.45M 0.08%
14,709
+513
QCOM icon
162
Qualcomm
QCOM
$223B
$4.37M 0.08%
33,942
-6,538
PH icon
163
Parker-Hannifin
PH
$114B
$4.32M 0.08%
4,829
+618
IWB icon
164
iShares Russell 1000 ETF
IWB
$48B
$4.27M 0.07%
11,966
+272
WEC icon
165
WEC Energy
WEC
$37B
$4.25M 0.07%
36,749
+775
AXP icon
166
American Express
AXP
$222B
$4.23M 0.07%
13,980
+31
AMGN icon
167
Amgen
AMGN
$192B
$4.16M 0.07%
11,822
-423
DFUS icon
168
Dimensional US Equity ETF
DFUS
$20.3B
$4.13M 0.07%
58,294
-1,948
DE icon
169
Deere & Co
DE
$156B
$4.06M 0.07%
7,205
-591
KAT
170
Scharf ETF
KAT
$670M
$4.04M 0.07%
75,464
-43,790
CPNG icon
171
Coupang
CPNG
$30.2B
$3.94M 0.07%
208,805
-2,480
EMXC icon
172
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.4B
$3.91M 0.07%
49,742
-1,949
HYD icon
173
VanEck High Yield Muni ETF
HYD
$4.39B
$3.83M 0.07%
76,290
-44,034
BA icon
174
Boeing
BA
$173B
$3.82M 0.07%
19,187
+2,890
GS icon
175
Goldman Sachs
GS
$314B
$3.75M 0.07%
4,428
+998
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