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
$2.94B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$23.5M
3
+$10.8M
4
OZ icon
Belpointe PREP
OZ
+$9.96M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$7.17M

Top Sells

1
+$4.68M
2
+$2.84M
3
+$2.48M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.93M

Sector Composition

1 Technology 13.73%
2 Consumer Discretionary 3%
3 Healthcare 2.44%
4 Financials 2.37%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$407K 0.01%
4,181
+9
352
$404K 0.01%
4,974
+443
353
$401K 0.01%
3,012
-416
354
$397K 0.01%
847
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355
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1,872
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356
$383K 0.01%
8,594
-311
357
$381K 0.01%
5,100
-324
358
$379K 0.01%
2,870
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359
$377K 0.01%
5,783
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360
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13,661
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361
$371K 0.01%
1,869
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362
$368K 0.01%
2,295
-1,060
363
$367K 0.01%
7,465
+1,232
364
$366K 0.01%
1,855
+267
365
$365K 0.01%
10,479
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366
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2,288
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367
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368
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3,548
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369
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+3,782
370
$353K 0.01%
7,684
-148
371
$353K 0.01%
615
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372
$348K 0.01%
7,961
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373
$343K 0.01%
5,916
-50
374
$339K 0.01%
7,155
+1,505
375
$339K 0.01%
7,189
+283
13 14
15
16 17