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
$4.97B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$11.6M
3
+$11M
4
META icon
Meta Platforms (Facebook)
META
+$10.8M
5
PWR icon
Quanta Services
PWR
+$10.3M

Top Sells

1
+$9.43M
2
+$7.71M
3
+$7.52M
4
TXN icon
Texas Instruments
TXN
+$7.3M
5
PYPL icon
PayPal
PYPL
+$6.87M

Sector Composition

1 Technology 17.23%
2 Financials 3.84%
3 Communication Services 3.61%
4 Consumer Discretionary 3.44%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCS icon
176
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3B
$3.39M 0.07%
164,587
+1,256
AMGN icon
177
Amgen
AMGN
$186B
$3.38M 0.07%
11,993
+490
BSCT icon
178
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
$3.37M 0.07%
179,312
+1,540
BSCP icon
179
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.46B
$3.37M 0.07%
162,859
+1,625
HIG icon
180
Hartford Financial Services
HIG
$38.2B
$3.36M 0.07%
25,174
+13,138
PLTR icon
181
Palantir
PLTR
$401B
$3.33M 0.07%
18,268
+2,008
DE icon
182
Deere & Co
DE
$126B
$3.3M 0.07%
7,212
+2,760
BSCU icon
183
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.07B
$3.29M 0.07%
194,872
+3,972
PH icon
184
Parker-Hannifin
PH
$109B
$3.29M 0.07%
4,334
-13
EMXC icon
185
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$3.28M 0.07%
48,621
+1,347
VGT icon
186
Vanguard Information Technology ETF
VGT
$113B
$3.18M 0.06%
4,262
+364
LOW icon
187
Lowe's Companies
LOW
$136B
$3.17M 0.06%
12,604
+2,451
HPQ icon
188
HP
HPQ
$22.8B
$3.16M 0.06%
116,226
-283,165
BSCV icon
189
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.38B
$3.14M 0.06%
188,338
+3,350
BRK.A icon
190
Berkshire Hathaway Class A
BRK.A
$1.11T
$3.02M 0.06%
4
IVW icon
191
iShares S&P 500 Growth ETF
IVW
$66.8B
$3.02M 0.06%
24,990
+1,221
FNDX icon
192
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$3M 0.06%
114,130
+6,442
IWN icon
193
iShares Russell 2000 Value ETF
IWN
$11.8B
$2.93M 0.06%
16,596
-206
PEP icon
194
PepsiCo
PEP
$203B
$2.93M 0.06%
20,890
-992
WFC icon
195
Wells Fargo
WFC
$269B
$2.93M 0.06%
34,975
+5,365
CRH icon
196
CRH
CRH
$80.3B
$2.86M 0.06%
+23,878
BSX icon
197
Boston Scientific
BSX
$151B
$2.86M 0.06%
29,303
+2,832
BKNG icon
198
Booking.com
BKNG
$158B
$2.85M 0.06%
528
+118
GS icon
199
Goldman Sachs
GS
$248B
$2.84M 0.06%
3,567
+462
VIG icon
200
Vanguard Dividend Appreciation ETF
VIG
$101B
$2.83M 0.06%
13,126
+1,782
6 7
8
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