EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
-3.89%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$2.01B
AUM Growth
+$2.74M
(+0.14%)
Cap. Flow
+$94.1M
Cap. Flow
% of AUM
4.69%
Top 10 Holdings %
Top 10 Hldgs %
36.02%
Holding
560
New
44
Increased
177
Reduced
231
Closed
68
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$36.4M |
| 2 |
Dimensional International Value ETF
DFIV
|
$9.06M |
| 3 |
Vanguard US Momentum Factor ETF
VFMO
|
$5.24M |
| 4 |
Apple
AAPL
|
$5.13M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.93M |
Top Sells
| 1 |
Tesla
TSLA
|
$5.99M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.73M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.21M |
| 4 |
Adobe
ADBE
|
$2.07M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.43M |
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Consumer Discretionary | 2.81% |
| 3 | Financials | 2.69% |
| 4 | Healthcare | 2.22% |
| 5 | Communication Services | 1.95% |
