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
401
$453K 0.01%
13,271
+1,537
402
$450K 0.01%
11,725
+533
403
$449K 0.01%
4,515
+1,950
404
$448K 0.01%
1,980
+113
405
$444K 0.01%
4,121
+1,458
406
$443K 0.01%
4,293
+4
407
$438K 0.01%
4,178
-522
408
$437K 0.01%
253
+74
409
$434K 0.01%
4,863
+220
410
$434K 0.01%
2,248
+53
411
$432K 0.01%
10,927
412
$432K 0.01%
2,338
+604
413
$432K 0.01%
7,335
+1,818
414
$429K 0.01%
4,479
+480
415
$429K 0.01%
3,921
+982
416
$428K 0.01%
5,189
+1,029
417
$428K 0.01%
3,825
+5
418
$427K 0.01%
86
-4
419
$427K 0.01%
5,075
+802
420
$422K 0.01%
7,960
+1,752
421
$421K 0.01%
3,749
-798
422
$420K 0.01%
2,994
+382
423
$418K 0.01%
12,261
+1,257
424
$418K 0.01%
3,665
+473
425
$414K 0.01%
10,875
+1,361
15 16
17
18 19