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
176
$2.08M 0.06%
92,430
+4,902
177
$2.03M 0.06%
17,839
+3,506
178
$2.03M 0.06%
99,534
-7,233
179
$1.99M 0.06%
70,816
+2,908
180
$1.97M 0.06%
32,790
+6,840
181
$1.9M 0.06%
77,519
-547
182
$1.88M 0.06%
36,917
+558
183
$1.87M 0.06%
15,323
+277
184
$1.84M 0.06%
79,432
+42,484
185
$1.84M 0.06%
68,346
+4,617
186
$1.83M 0.06%
1,899
+232
187
$1.82M 0.06%
7,738
+772
188
$1.81M 0.05%
8,627
+51
189
$1.81M 0.05%
12,734
-172
190
$1.78M 0.05%
17,930
+2,711
191
$1.76M 0.05%
10,122
+5,983
192
$1.75M 0.05%
+5,003
193
$1.75M 0.05%
40,142
+6,009
194
$1.75M 0.05%
28,538
+3,413
195
$1.73M 0.05%
18,444
+2,137
196
$1.71M 0.05%
18,245
-1,422
197
$1.7M 0.05%
8,142
-2,762
198
$1.69M 0.05%
95,063
+5,861
199
$1.68M 0.05%
6,841
-575
200
$1.67M 0.05%
+5,754
6 7
8
9 10