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
376
$338K 0.01%
28,163
377
$337K 0.01%
2,421
+75
378
$336K 0.01%
575
-845
379
$333K 0.01%
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+240
380
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6,396
+1,319
381
$327K 0.01%
2,296
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382
$327K 0.01%
13,594
+530
383
$325K 0.01%
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-30
384
$324K 0.01%
1,516
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385
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2,566
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386
$322K 0.01%
1,767
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387
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6,676
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388
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1,173
-30
389
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390
$313K 0.01%
+1,143
391
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2,700
392
$311K 0.01%
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393
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$307K 0.01%
4,797
395
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1,571
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397
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2,525
398
$297K 0.01%
14,583
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399
$296K 0.01%
3,551
-140
400
$295K 0.01%
2,111
-1
14 15
16
17 18