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
$3.68B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$20.7M
3
+$8.88M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.34M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.56M

Top Sells

1
+$5.03M
2
+$2.96M
3
+$1.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.66M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 3.89%
3 Healthcare 3.19%
4 Financials 3.18%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.53M 0.04%
30,341
+3,105
227
$1.53M 0.04%
20,183
-5,789
228
$1.51M 0.04%
+106,785
229
$1.51M 0.04%
80,547
+78
230
$1.47M 0.04%
9,597
+167
231
$1.47M 0.04%
24,129
+2,574
232
$1.46M 0.04%
2,327
+65
233
$1.46M 0.04%
25,476
+1,227
234
$1.43M 0.04%
2,495
+673
235
$1.42M 0.04%
8,228
+505
236
$1.41M 0.04%
4,256
+22
237
$1.41M 0.04%
14,065
+11,501
238
$1.4M 0.04%
+17,757
239
$1.39M 0.04%
19,431
-4,732
240
$1.37M 0.04%
+36,684
241
$1.37M 0.04%
19,572
242
$1.37M 0.04%
12,635
-1,813
243
$1.36M 0.04%
19,330
+940
244
$1.34M 0.04%
22,092
+3,761
245
$1.33M 0.04%
16,234
-558
246
$1.31M 0.04%
4,517
+715
247
$1.29M 0.04%
12,738
+3,240
248
$1.29M 0.04%
28,718
+1,713
249
$1.29M 0.03%
12,967
+2,770
250
$1.28M 0.03%
16,493
+2,907
8 9
10
11 12