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
$2.94B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$23.5M
3
+$10.8M
4
OZ icon
Belpointe PREP
OZ
+$9.96M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$7.17M

Top Sells

1
+$4.68M
2
+$2.84M
3
+$2.48M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.93M

Sector Composition

1 Technology 13.73%
2 Consumer Discretionary 3%
3 Healthcare 2.44%
4 Financials 2.37%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.04%
24,274
+5,863
227
$1.14M 0.04%
26,997
+1,014
228
$1.12M 0.04%
4,293
+303
229
$1.11M 0.04%
25,244
+8,619
230
$1.09M 0.04%
3,487
-181
231
$1.09M 0.04%
17,673
+3,464
232
$1.07M 0.04%
36,434
+1
233
$1.07M 0.04%
+4,880
234
$1.06M 0.04%
38,460
-2,762
235
$1.06M 0.04%
5,038
+1,169
236
$1.06M 0.04%
10,459
+976
237
$1.04M 0.03%
7,963
+173
238
$989K 0.03%
2,319
+378
239
$985K 0.03%
5,662
+22
240
$977K 0.03%
6,416
-16,247
241
$970K 0.03%
37,873
+6,363
242
$961K 0.03%
42,193
243
$946K 0.03%
37,742
+3,350
244
$935K 0.03%
9,580
+1,170
245
$934K 0.03%
20,915
+2,965
246
$922K 0.03%
11,573
+75
247
$917K 0.03%
26,057
+1,406
248
$889K 0.03%
22,789
-3,229
249
$885K 0.03%
9,937
+16
250
$876K 0.03%
2,134
-734
8 9
10
11 12