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
426
$342K 0.01%
2,638
+517
427
$342K 0.01%
5,667
-249
428
$341K 0.01%
267
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429
$340K 0.01%
6,932
+1,156
430
$338K 0.01%
2,794
+75
431
$334K 0.01%
2,820
+564
432
$332K 0.01%
3,710
-199
433
$332K 0.01%
2,134
-161
434
$331K 0.01%
2,400
435
$330K 0.01%
+1,422
436
$329K 0.01%
16,550
+998
437
$328K 0.01%
5,436
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438
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+5,756
439
$325K 0.01%
1,410
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440
$324K 0.01%
2,732
+988
441
$322K 0.01%
1,765
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442
$321K 0.01%
4,446
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443
$320K 0.01%
+13,143
444
$320K 0.01%
11,555
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445
$319K 0.01%
7,380
446
$319K 0.01%
14,580
-3
447
$315K 0.01%
10,192
-613
448
$315K 0.01%
4,976
+1,217
449
$314K 0.01%
12,026
-2,754
450
$313K 0.01%
23,750
-1,457
16 17
18
19 20