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
426
$414K 0.01%
9,947
-580
427
$413K 0.01%
8,356
+809
428
$411K 0.01%
+1,269
429
$411K 0.01%
2,650
430
$410K 0.01%
36,461
-15,210
431
$409K 0.01%
6,524
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432
$408K 0.01%
5,917
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433
$405K 0.01%
+5,639
434
$404K 0.01%
+904
435
$399K 0.01%
7,967
+3,047
436
$399K 0.01%
29,461
+5,335
437
$397K 0.01%
28,363
+3,551
438
$395K 0.01%
26,064
+5,116
439
$394K 0.01%
+198
440
$392K 0.01%
1,950
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441
$391K 0.01%
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442
$390K 0.01%
4,442
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443
$388K 0.01%
16,688
+2,033
444
$384K 0.01%
364
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445
$383K 0.01%
1,708
-72
446
$382K 0.01%
10,548
+39
447
$381K 0.01%
541
+214
448
$380K 0.01%
24,558
+7
449
$379K 0.01%
3,268
+270
450
$378K 0.01%
+6,988
16 17
18
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