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
301
$827K 0.02%
13,716
-415
302
$824K 0.02%
9,324
303
$823K 0.02%
33,791
+10,163
304
$814K 0.02%
10,261
+716
305
$803K 0.02%
2,773
+323
306
$791K 0.02%
6,732
+34
307
$778K 0.02%
9,154
+5,929
308
$770K 0.02%
2,566
+274
309
$765K 0.02%
3,792
+664
310
$760K 0.02%
6,508
-435
311
$755K 0.02%
18,707
-1,080
312
$742K 0.02%
1,249
-211
313
$741K 0.02%
5,611
+244
314
$741K 0.02%
6,952
-716
315
$739K 0.02%
11,412
-50
316
$735K 0.02%
3,330
+50
317
$732K 0.02%
7,188
-26
318
$723K 0.02%
3,788
+59
319
$723K 0.02%
31,329
+1,679
320
$720K 0.02%
30,927
+1,212
321
$718K 0.02%
1,945
-25
322
$717K 0.02%
17,926
+4,777
323
$705K 0.02%
4,187
-480
324
$704K 0.02%
4,223
-97
325
$704K 0.02%
32,906
+219
11 12
13
14 15