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
401
$291K 0.01%
1,125
-223
402
$291K 0.01%
8,817
403
$289K 0.01%
2,013
404
$288K 0.01%
2,076
-73
405
$285K 0.01%
2,004
-104
406
$284K 0.01%
4,310
+502
407
$283K 0.01%
839
+103
408
$283K 0.01%
341
-7
409
$281K 0.01%
10,657
-1,312
410
$278K 0.01%
2,141
+5
411
$278K 0.01%
2,600
412
$278K 0.01%
1,706
-2
413
$278K 0.01%
2,133
+133
414
$272K 0.01%
803
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415
$270K 0.01%
+780
416
$270K 0.01%
+4,063
417
$269K 0.01%
+2,702
418
$268K 0.01%
19,429
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419
$267K 0.01%
2,808
-4,330
420
$265K 0.01%
9,527
421
$265K 0.01%
+8,437
422
$263K 0.01%
+3,395
423
$262K 0.01%
11,362
-1,990
424
$260K 0.01%
4,087
425
$259K 0.01%
6,499
+307
15 16
17
18 19