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
451
$311K 0.01%
4,734
-33
452
$309K 0.01%
78
+11
453
$308K 0.01%
+4,700
454
$307K 0.01%
1,191
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455
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4,343
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456
$303K 0.01%
7,294
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457
$300K 0.01%
7,878
-702
458
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1,734
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459
$292K 0.01%
+2,151
460
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+6,141
461
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318
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462
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2,060
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463
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179
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464
$282K 0.01%
11,418
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465
$281K 0.01%
2,085
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466
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467
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468
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2,045
469
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1,589
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470
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3,551
471
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+1,397
472
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2,600
+100
473
$269K 0.01%
4,160
+42
474
$266K 0.01%
17,000
-1,150
475
$265K 0.01%
10,146
+458
17 18
19
20 21