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
251
$1.28M 0.03%
10,641
+3,004
252
$1.27M 0.03%
16,813
+123
253
$1.26M 0.03%
45,176
-5,020
254
$1.26M 0.03%
39,768
+522
255
$1.25M 0.03%
20,044
+5,930
256
$1.24M 0.03%
46,758
+3,078
257
$1.23M 0.03%
24,800
+802
258
$1.21M 0.03%
3,570
+25
259
$1.21M 0.03%
5,679
+45
260
$1.17M 0.03%
24,575
+2,443
261
$1.16M 0.03%
49,153
262
$1.13M 0.03%
20,036
+2,469
263
$1.12M 0.03%
8,819
-881
264
$1.12M 0.03%
24,274
265
$1.11M 0.03%
19,160
-109
266
$1.11M 0.03%
12,181
-617
267
$1.1M 0.03%
2,352
-32
268
$1.1M 0.03%
6,277
+30
269
$1.09M 0.03%
34,237
+3,493
270
$1.09M 0.03%
1,030
+102
271
$1.08M 0.03%
4,103
-384
272
$1.07M 0.03%
12,059
+625
273
$1.05M 0.03%
11,711
-403
274
$1.04M 0.03%
2,000
+164
275
$1.03M 0.03%
2,564
-27
9 10
11
12 13