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
351
$604K 0.02%
8,178
+806
352
$604K 0.02%
7,071
-191
353
$602K 0.02%
19,189
+4,750
354
$600K 0.02%
1,722
+149
355
$595K 0.02%
5,019
+72
356
$594K 0.02%
9,821
+1,727
357
$588K 0.02%
4,869
+976
358
$586K 0.02%
21,394
+5,860
359
$585K 0.02%
3,078
+1,777
360
$582K 0.02%
1,576
+368
361
$577K 0.02%
1,243
-355
362
$570K 0.02%
1,340
+35
363
$570K 0.02%
3,078
-186
364
$555K 0.02%
17,200
-426
365
$551K 0.02%
7,177
+4,065
366
$551K 0.01%
1,035
+204
367
$548K 0.01%
1,982
+614
368
$546K 0.01%
5,351
+251
369
$546K 0.01%
5,611
+2,496
370
$541K 0.01%
3,779
371
$537K 0.01%
1,632
+167
372
$533K 0.01%
11,960
+1,375
373
$532K 0.01%
4,140
+2
374
$528K 0.01%
4,998
+584
375
$527K 0.01%
925
13 14
15
16 17