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
301
$676K 0.02%
29,770
+1,767
302
$675K 0.02%
29,447
+1,748
303
$671K 0.02%
31,255
+2,145
304
$670K 0.02%
31,970
+1,799
305
$665K 0.02%
10,480
+2,829
306
$664K 0.02%
30,086
+1,784
307
$649K 0.02%
4,381
+865
308
$647K 0.02%
11,383
+172
309
$647K 0.02%
15,020
+6,768
310
$646K 0.02%
5,751
+223
311
$645K 0.02%
7,707
+1,145
312
$641K 0.02%
6,985
+1,069
313
$633K 0.02%
16,692
-2,495
314
$631K 0.02%
3,952
+60
315
$629K 0.02%
3,570
+498
316
$628K 0.02%
11,254
317
$620K 0.02%
1,598
-80
318
$618K 0.02%
49,300
-5,419
319
$617K 0.02%
+4,493
320
$609K 0.02%
6,052
+590
321
$602K 0.02%
11,400
+6,992
322
$598K 0.02%
4,246
+419
323
$598K 0.02%
114,937
-465
324
$596K 0.02%
3,905
325
$595K 0.02%
582
+147
11 12
13
14 15