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
476
$262K 0.01%
2,516
+341
477
$261K 0.01%
+2,035
478
$259K 0.01%
5,884
479
$253K 0.01%
+1,243
480
$253K 0.01%
3,622
481
$253K 0.01%
+1,794
482
$251K 0.01%
2,615
-150
483
$248K 0.01%
2,611
484
$248K 0.01%
+3,258
485
$248K 0.01%
9,549
-2,019
486
$247K 0.01%
2,845
487
$247K 0.01%
+3,176
488
$244K 0.01%
8,412
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489
$243K 0.01%
+1,856
490
$243K 0.01%
+1,130
491
$242K 0.01%
4,036
+404
492
$241K 0.01%
1,429
-62
493
$241K 0.01%
3,388
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494
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495
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496
$239K 0.01%
463
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497
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+1,429
498
$238K 0.01%
+2,700
499
$237K 0.01%
9,886
-984
500
$235K 0.01%
+3,526
18 19
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