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
276
$686K 0.02%
23,906
+2,148
277
$683K 0.02%
15,782
-2,634
278
$682K 0.02%
10,881
279
$681K 0.02%
+11,055
280
$668K 0.02%
1,773
+164
281
$659K 0.02%
19,007
+2,512
282
$658K 0.02%
8,453
-690
283
$657K 0.02%
6,890
+472
284
$648K 0.02%
10,150
285
$647K 0.02%
5,406
+6
286
$641K 0.02%
408
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287
$641K 0.02%
2,881
+166
288
$640K 0.02%
6,450
-440
289
$636K 0.02%
125,160
290
$626K 0.02%
27,543
+149
291
$625K 0.02%
27,958
+219
292
$622K 0.02%
2,395
-44
293
$618K 0.02%
26,739
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294
$617K 0.02%
4,523
+564
295
$616K 0.02%
4,056
+446
296
$615K 0.02%
50,411
-770
297
$610K 0.02%
26,844
-647
298
$605K 0.02%
27,913
-983
299
$600K 0.02%
6,187
+2,199
300
$591K 0.02%
7,194
-6,625
10 11
12
13 14