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
326
$701K 0.02%
31,299
+976
327
$700K 0.02%
32,295
+860
328
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5,890
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329
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2,967
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330
$684K 0.02%
7,492
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331
$683K 0.02%
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332
$678K 0.02%
26,245
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333
$675K 0.02%
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334
$672K 0.02%
6,320
-1,029
335
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11,854
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336
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337
$666K 0.02%
34,004
+3,775
338
$665K 0.02%
3,452
-478
339
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5,755
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340
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341
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342
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343
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7,453
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344
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345
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1,011
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346
$637K 0.02%
9,850
347
$629K 0.02%
1,502
+174
348
$620K 0.02%
6,399
-98
349
$618K 0.02%
114,937
350
$607K 0.02%
6,052
12 13
14
15 16