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
376
$525K 0.01%
10,257
+1,188
377
$524K 0.01%
4,228
-389
378
$524K 0.01%
10,835
+5,211
379
$523K 0.01%
+6,904
380
$520K 0.01%
5,504
+63
381
$515K 0.01%
10,767
-2,722
382
$513K 0.01%
+10,454
383
$500K 0.01%
3,577
-241
384
$499K 0.01%
11,937
-300
385
$493K 0.01%
+1,164
386
$492K 0.01%
3,651
+474
387
$492K 0.01%
9,687
+980
388
$488K 0.01%
5,225
-64
389
$487K 0.01%
5,277
+208
390
$477K 0.01%
7,993
+965
391
$475K 0.01%
4,804
+81
392
$470K 0.01%
2,700
393
$470K 0.01%
2,737
+245
394
$468K 0.01%
6,051
-550
395
$467K 0.01%
1,398
396
$464K 0.01%
5,010
397
$463K 0.01%
3,317
+317
398
$462K 0.01%
3,442
+296
399
$458K 0.01%
3,386
+440
400
$453K 0.01%
5,280
-3,617
14 15
16
17 18