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
326
$589K 0.02%
2,474
+630
327
$588K 0.02%
10,948
+1
328
$584K 0.02%
4,136
-70
329
$583K 0.02%
741
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330
$581K 0.02%
5,028
+264
331
$578K 0.02%
17,275
+126
332
$577K 0.02%
3,631
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333
$563K 0.02%
5,113
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334
$558K 0.02%
5,763
335
$555K 0.02%
4,737
+1,289
336
$554K 0.02%
14,681
+5,367
337
$548K 0.02%
9,621
+2,452
338
$548K 0.02%
13,796
+447
339
$546K 0.02%
6,733
+535
340
$543K 0.02%
5,596
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341
$541K 0.02%
12,283
-507
342
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20,451
+6,385
343
$539K 0.02%
5,917
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344
$529K 0.02%
4,710
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345
$528K 0.02%
12,399
346
$524K 0.02%
1,809
+367
347
$523K 0.02%
66,881
-15,210
348
$518K 0.02%
2,985
-346
349
$518K 0.02%
6,601
-903
350
$517K 0.02%
8,250
+3,750
12 13
14
15 16