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
451
$378K 0.01%
+13,554
452
$376K 0.01%
4,386
+264
453
$374K 0.01%
+7,820
454
$374K 0.01%
4,195
+1,387
455
$372K 0.01%
+8,776
456
$371K 0.01%
2,029
+821
457
$371K 0.01%
1,547
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458
$369K 0.01%
+3,119
459
$366K 0.01%
46,240
+5,523
460
$366K 0.01%
12,626
+342
461
$362K 0.01%
4,731
-106
462
$360K 0.01%
5,970
-600
463
$358K 0.01%
15,216
+2,822
464
$357K 0.01%
2,719
465
$355K 0.01%
731
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466
$353K 0.01%
+2,472
467
$353K 0.01%
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468
$351K 0.01%
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469
$348K 0.01%
5,482
470
$348K 0.01%
+22,584
471
$348K 0.01%
3,726
+414
472
$344K 0.01%
1,186
473
$344K 0.01%
12,995
+1,503
474
$343K 0.01%
5,776
475
$343K 0.01%
2,491
-294
17 18
19
20 21