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
351
$516K 0.02%
+10,418
352
$514K 0.02%
5,520
-1,481
353
$512K 0.02%
1,309
+4
354
$512K 0.02%
9,985
+5,446
355
$511K 0.02%
14,713
+1,014
356
$508K 0.02%
950
+55
357
$506K 0.02%
7,731
+591
358
$503K 0.01%
7,619
-4,076
359
$503K 0.01%
5,609
360
$500K 0.01%
3,779
361
$499K 0.01%
13,396
+4,640
362
$498K 0.01%
4,850
363
$495K 0.01%
5,057
+2,428
364
$486K 0.01%
7,709
+720
365
$486K 0.01%
11,575
+3,040
366
$484K 0.01%
29,856
-2,867
367
$483K 0.01%
13,380
+2,347
368
$481K 0.01%
5,100
369
$480K 0.01%
16,789
+3,054
370
$478K 0.01%
7,215
+2,314
371
$474K 0.01%
16,362
+1,237
372
$473K 0.01%
6,575
+3,008
373
$472K 0.01%
3,345
-461
374
$472K 0.01%
11,678
+266
375
$460K 0.01%
4,103
+1,460
13 14
15
16 17