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
201
$1.66M 0.05%
5,515
-763
202
$1.65M 0.05%
5,738
+674
203
$1.64M 0.05%
58,974
+9,843
204
$1.64M 0.05%
6,290
+696
205
$1.58M 0.05%
86,879
+1,876
206
$1.55M 0.05%
20,883
+9,656
207
$1.53M 0.05%
50,176
208
$1.53M 0.05%
2,349
-40
209
$1.53M 0.05%
6,702
+2,423
210
$1.52M 0.05%
26,449
-3,221
211
$1.52M 0.05%
46,016
+4,206
212
$1.51M 0.05%
9,468
+305
213
$1.51M 0.05%
23,888
-140
214
$1.51M 0.05%
7,317
+2,768
215
$1.49M 0.05%
7,537
+1,875
216
$1.48M 0.04%
5,905
-1,326
217
$1.46M 0.04%
5,748
+2,867
218
$1.46M 0.04%
13,078
+1,107
219
$1.44M 0.04%
22,945
+3,257
220
$1.4M 0.04%
18,630
+15,180
221
$1.4M 0.04%
18,198
+214
222
$1.37M 0.04%
+6,904
223
$1.36M 0.04%
16,665
-136
224
$1.35M 0.04%
36,434
225
$1.34M 0.04%
10,513
-196
7 8
9
10 11