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
276
$829K 0.02%
36,492
+3,328
277
$807K 0.02%
13,912
-824
278
$796K 0.02%
19,161
+4,669
279
$795K 0.02%
19,281
+7,436
280
$789K 0.02%
30,322
-392
281
$783K 0.02%
2,381
+498
282
$779K 0.02%
7,293
-741
283
$774K 0.02%
13,234
-1,750
284
$771K 0.02%
+9,515
285
$765K 0.02%
37,933
286
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5,882
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287
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288
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3,131
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289
$736K 0.02%
10,481
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290
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291
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292
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293
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294
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3,262
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295
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296
$687K 0.02%
1,472
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297
$684K 0.02%
10,150
298
$684K 0.02%
+8,115
299
$680K 0.02%
29,492
+1,586
300
$678K 0.02%
8,804
+109
10 11
12
13 14