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
426
$258K 0.01%
182
-53
427
$258K 0.01%
+8,022
428
$257K 0.01%
1,137
-573
429
$257K 0.01%
2,595
+95
430
$256K 0.01%
4,327
+8
431
$255K 0.01%
+1,973
432
$252K 0.01%
2,474
433
$251K 0.01%
+6,682
434
$250K 0.01%
4,802
-3,859
435
$249K 0.01%
14,136
-1,245
436
$248K 0.01%
4,236
-1,376
437
$246K 0.01%
5,002
+2
438
$238K 0.01%
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439
$237K 0.01%
1,596
+18
440
$234K 0.01%
+2,890
441
$233K 0.01%
4,533
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442
$232K 0.01%
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443
$232K 0.01%
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444
$230K 0.01%
+415
445
$228K 0.01%
2,496
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446
$228K 0.01%
1,111
-8,633
447
$227K 0.01%
2,817
-99
448
$225K 0.01%
6,897
-610
449
$224K 0.01%
747
-10
450
$223K 0.01%
+2,618
16 17
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