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
376
$459K 0.01%
2,210
-164
377
$456K 0.01%
2,700
378
$453K 0.01%
1,330
+475
379
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1,463
-80
380
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5,299
-3,037
381
$445K 0.01%
5,737
+2,729
382
$445K 0.01%
5,069
+105
383
$443K 0.01%
5,156
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384
$442K 0.01%
+5,010
385
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741
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386
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3,022
-703
387
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9,676
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388
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15,750
+5,387
389
$437K 0.01%
28,163
390
$436K 0.01%
1,573
-145
391
$432K 0.01%
11,469
392
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+3,997
393
$421K 0.01%
256
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394
$418K 0.01%
1,917
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395
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3,815
-1,595
396
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3,621
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397
$399K 0.01%
7,986
398
$397K 0.01%
847
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399
$396K 0.01%
3,330
+1,408
400
$395K 0.01%
1,142
+350
14 15
16
17 18