EF

Empowered Funds Portfolio holdings

AUM $5.89B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$46.1M
3 +$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Sector Composition

1 Technology 22.01%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.26%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EES icon
1501
WisdomTree US SmallCap Earnings Fund
EES
$687M
$396K ﹤0.01%
+7,083
QLYS icon
1502
Qualys
QLYS
$3.32B
$395K ﹤0.01%
2,985
+248
CBAT icon
1503
CBAK Energy Technology
CBAT
$92.2M
$393K ﹤0.01%
438,682
+49,492
NVST icon
1504
Envista
NVST
$4.77B
$392K ﹤0.01%
19,237
+3,090
EQX icon
1505
Equinox Gold
EQX
$13.2B
$390K ﹤0.01%
34,801
+21,945
LIVE icon
1506
Live Ventures
LIVE
$53.3M
$389K ﹤0.01%
21,153
+2,023
RKT icon
1507
Rocket Companies
RKT
$50.6B
$386K ﹤0.01%
+19,901
SLAB icon
1508
Silicon Laboratories
SLAB
$6.74B
$385K ﹤0.01%
2,938
+37
VRA icon
1509
Vera Bradley
VRA
$79.4M
$384K ﹤0.01%
191,241
+20,003
GNTX icon
1510
Gentex
GNTX
$5.25B
$383K ﹤0.01%
13,536
-61,897
FGBI icon
1511
First Guaranty Bancshares
FGBI
$147M
$383K ﹤0.01%
47,753
+427
FONR icon
1512
Fonar
FONR
$117M
$382K ﹤0.01%
25,392
+2,410
LB
1513
LandBridge Co
LB
$1.91B
$382K ﹤0.01%
7,164
+596
FSTR icon
1514
Foster
FSTR
$325M
$381K ﹤0.01%
14,149
+1,464
EVR icon
1515
Evercore
EVR
$12.7B
$381K ﹤0.01%
+1,130
AUBN icon
1516
Auburn National Bancorp
AUBN
$89.8M
$381K ﹤0.01%
14,046
+1,353
ATR icon
1517
AptarGroup
ATR
$9.34B
$380K ﹤0.01%
2,843
+322
ALG icon
1518
Alamo Group
ALG
$2.59B
$379K ﹤0.01%
+1,984
TTC icon
1519
Toro Company
TTC
$9.92B
$378K ﹤0.01%
4,959
-28,231
FNCL icon
1520
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$377K ﹤0.01%
+4,938
STLA icon
1521
Stellantis
STLA
$22.3B
$376K ﹤0.01%
40,275
-12,645
SOC icon
1522
Sable Offshore Corp
SOC
$1.3B
$375K ﹤0.01%
+21,480
NTLA icon
1523
Intellia Therapeutics
NTLA
$1.46B
$374K ﹤0.01%
21,631
+754
AIT icon
1524
Applied Industrial Technologies
AIT
$10.5B
$372K ﹤0.01%
1,425
-4
MERC icon
1525
Mercer International
MERC
$138M
$372K ﹤0.01%
129,012
+14,090