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
$3.32B
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$6.25M
3
+$4.94M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.1M
5
AVGO icon
Broadcom
AVGO
+$4.06M

Top Sells

1
+$79.7M
2
+$2.51M
3
+$1.7M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.61M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.3M

Sector Composition

1 Technology 13.98%
2 Consumer Discretionary 3.27%
3 Healthcare 3.15%
4 Communication Services 3%
5 Financials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M 0.04%
23,584
-2,865
227
$1.33M 0.04%
36,434
228
$1.31M 0.04%
13,445
+3,273
229
$1.31M 0.04%
16,670
+1,015
230
$1.3M 0.04%
12,160
+77
231
$1.29M 0.04%
38,155
-28,986
232
$1.28M 0.04%
45,831
+2,056
233
$1.27M 0.04%
12,907
-171
234
$1.26M 0.04%
7,277
+1,078
235
$1.25M 0.04%
20,530
-1,595
236
$1.24M 0.04%
19,132
+739
237
$1.21M 0.04%
10,605
+92
238
$1.2M 0.04%
3,820
+1,557
239
$1.2M 0.04%
1,450
+45
240
$1.19M 0.04%
9,056
+7,131
241
$1.18M 0.04%
26,873
+2,254
242
$1.16M 0.03%
4,799
-1,106
243
$1.16M 0.03%
15,542
-25
244
$1.16M 0.03%
11,969
245
$1.16M 0.03%
42,290
+234
246
$1.16M 0.03%
5,901
+278
247
$1.16M 0.03%
19,530
+9,570
248
$1.16M 0.03%
11,520
-1,465
249
$1.14M 0.03%
5,386
-1,931
250
$1.13M 0.03%
45,593
+1,000
8 9
10
11 12