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
151
$2.56M 0.08%
67,394
+8,094
152
$2.54M 0.08%
67,141
+752
153
$2.53M 0.08%
131,703
+59
154
$2.53M 0.08%
123,754
+948
155
$2.5M 0.08%
4,497
+346
156
$2.46M 0.07%
25,792
+3,221
157
$2.46M 0.07%
127,021
+15,235
158
$2.44M 0.07%
116,182
-5,138
159
$2.42M 0.07%
120,389
+487
160
$2.42M 0.07%
6,592
-103
161
$2.41M 0.07%
124,727
-49
162
$2.4M 0.07%
131,413
+15,329
163
$2.36M 0.07%
37,613
-6,124
164
$2.35M 0.07%
6,783
+903
165
$2.32M 0.07%
53,442
+28,198
166
$2.29M 0.07%
5,578
+1,270
167
$2.29M 0.07%
9,409
+8,298
168
$2.2M 0.07%
134,282
+38,336
169
$2.17M 0.07%
6,319
-25
170
$2.15M 0.06%
3,693
-190
171
$2.14M 0.06%
11,733
+2,675
172
$2.13M 0.06%
7,498
+1,860
173
$2.13M 0.06%
19,256
+196
174
$2.1M 0.06%
12,405
+384
175
$2.09M 0.06%
36,276
-30
5 6
7
8 9