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
26
$24.1M 0.71%
746,483
-40,285
27
$24M 0.71%
304,761
-12,836
28
$21.2M 0.63%
116,159
-668
29
$19.3M 0.57%
543,525
+14,784
30
$19.1M 0.57%
212,933
+28,923
31
$18.6M 0.55%
1,070,765
+13,646
32
$18.5M 0.55%
185,799
-6,127
33
$18.3M 0.54%
180,919
-5,264
34
$18.2M 0.54%
302,157
+1,933
35
$17.5M 0.52%
95,343
+6,620
36
$16.9M 0.5%
417,237
-5,820
37
$16.9M 0.5%
2,227
+8
38
$15.7M 0.47%
114,159
+21,536
39
$15.6M 0.46%
58,190
-3,052
40
$15.2M 0.45%
262,413
-8,515
41
$14.8M 0.44%
689,679
+2,142
42
$14.7M 0.43%
25,087
+2,396
43
$14.1M 0.42%
587,997
-21,138
44
$14.1M 0.42%
25,304
-300
45
$14M 0.42%
729,872
+63,366
46
$14M 0.41%
370,069
-13,310
47
$13.9M 0.41%
76,398
-2,656
48
$13.8M 0.41%
521,093
+30,724
49
$13.8M 0.41%
393,615
+12,944
50
$13.7M 0.41%
69,172
+10,101
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