EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$48.3M
2
+$22.1M
3
+$10.8M
4
OZ icon
Belpointe PREP
OZ
+$9.31M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.63M

Top Sells

1
+$3.97M
2
+$2.44M
3
+$2.43M
4
SPLK
Splunk Inc
SPLK
+$2.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.89M

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
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439
$237K 0.01%
1,596
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440
$234K 0.01%
+2,890
441
$233K 0.01%
4,533
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443
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444
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445
$228K 0.01%
2,496
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446
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1,111
-8,633
447
$227K 0.01%
2,817
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448
$225K 0.01%
6,897
-610
449
$224K 0.01%
747
-10
450
$223K 0.01%
+2,618
16 17
18
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