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
401
$390K 0.01%
3,586
402
$385K 0.01%
1,308
+183
403
$384K 0.01%
4,091
404
$382K 0.01%
10,896
405
$381K 0.01%
1,382
-885
406
$380K 0.01%
7,818
+1,658
407
$379K 0.01%
2,162
408
$378K 0.01%
3,173
+1,175
409
$378K 0.01%
5,519
410
$378K 0.01%
4,827
+1,270
411
$370K 0.01%
2,867
412
$370K 0.01%
16,786
+4,060
413
$370K 0.01%
7,727
414
$368K 0.01%
1,894
-123
415
$368K 0.01%
+15,072
416
$367K 0.01%
2,362
-364
417
$366K 0.01%
2,650
+125
418
$365K 0.01%
+3,570
419
$360K 0.01%
4,420
+1,870
420
$355K 0.01%
1,803
+13
421
$354K 0.01%
+828
422
$351K 0.01%
33,166
+12,979
423
$348K 0.01%
31,485
+14,912
424
$346K 0.01%
2,208
+111
425
$345K 0.01%
1,353
-111
15 16
17
18 19