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
251
$1.13M 0.03%
27,093
-357
252
$1.11M 0.03%
24,274
253
$1.09M 0.03%
16,504
+848
254
$1.08M 0.03%
2,484
+192
255
$1.08M 0.03%
3,624
-135
256
$1.08M 0.03%
6,834
-703
257
$1.05M 0.03%
4,251
-15
258
$1.04M 0.03%
23,300
+4,500
259
$1.02M 0.03%
38,723
+480
260
$1.01M 0.03%
6,785
-2,683
261
$1.01M 0.03%
36,837
-4,628
262
$992K 0.03%
11,212
+1,387
263
$985K 0.03%
7,959
+386
264
$974K 0.03%
5,927
-229
265
$966K 0.03%
3,248
+284
266
$958K 0.03%
9,304
-704
267
$918K 0.03%
+7,200
268
$915K 0.03%
6,412
+1,890
269
$915K 0.03%
5,245
+189
270
$912K 0.03%
12,553
+517
271
$892K 0.03%
3,074
+290
272
$878K 0.03%
2,001
+82
273
$870K 0.03%
27,960
274
$847K 0.03%
1,563
-22
275
$831K 0.02%
1,836
+650
9 10
11
12 13