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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
CME icon
176
CME Group
CME
$97.4B
$3.62M 0.06%
12,262
+486
IWD icon
177
iShares Russell 1000 Value ETF
IWD
$76.7B
$3.59M 0.06%
16,786
+2,840
BSV icon
178
Vanguard Short-Term Bond ETF
BSV
$45.1B
$3.56M 0.06%
45,466
-1,919
DUK icon
179
Duke Energy
DUK
$97.4B
$3.53M 0.06%
26,952
-1,624
SCHH icon
180
Schwab US REIT ETF
SCHH
$10.3B
$3.48M 0.06%
162,140
-4,346
STT icon
181
State Street
STT
$46.4B
$3.48M 0.06%
27,516
+1,961
NVR icon
182
NVR
NVR
$17.2B
$3.48M 0.06%
528
+9
SCHD icon
183
Schwab US Dividend Equity ETF
SCHD
$96.5B
$3.47M 0.06%
113,265
+35,539
IEFA icon
184
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.47M 0.06%
38,296
-906
BSCR icon
185
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$3.45M 0.06%
175,813
-793
DHR icon
186
Danaher
DHR
$127B
$3.45M 0.06%
18,188
-3,013
VZ icon
187
Verizon
VZ
$201B
$3.43M 0.06%
68,319
+10,423
BSCV icon
188
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.72B
$3.43M 0.06%
208,302
+5,921
BSCS icon
189
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$3.43M 0.06%
167,748
+2,026
BSCT icon
190
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$3.43M 0.06%
183,576
+2,015
BSCQ icon
191
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$3.42M 0.06%
175,187
+728
SCCO icon
192
Southern Copper
SCCO
$158B
$3.38M 0.06%
19,839
-202
BSCU icon
193
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$3.35M 0.06%
200,282
+2,765
ABT icon
194
Abbott
ABT
$154B
$3.31M 0.06%
32,246
-3,881
SCHZ icon
195
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$3.26M 0.06%
140,212
-22,399
AIG icon
196
American International
AIG
$40.2B
$3.19M 0.06%
42,366
+7,432
SCHG icon
197
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$3.15M 0.05%
108,045
+2,669
BSCW icon
198
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.44B
$3.12M 0.05%
151,772
+3,377
CRH icon
199
CRH
CRH
$71.1B
$3.09M 0.05%
29,369
+2,688
VGT icon
200
Vanguard Information Technology ETF
VGT
$142B
$3.07M 0.05%
35,152
+608
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8
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