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
476
$342K 0.01%
4,156
-640
477
$341K 0.01%
20,988
-1,005
478
$340K 0.01%
3,901
-822
479
$339K 0.01%
25,917
+6,609
480
$337K 0.01%
266
-26
481
$336K 0.01%
3,232
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482
$332K 0.01%
2,611
483
$332K 0.01%
1,370
+380
484
$332K 0.01%
4,359
+9
485
$321K 0.01%
11,597
+2,210
486
$317K 0.01%
2,120
-14
487
$315K 0.01%
3,878
-11
488
$315K 0.01%
7,766
489
$312K 0.01%
+1,645
490
$312K 0.01%
5,093
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491
$310K 0.01%
4,730
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492
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493
$307K 0.01%
4,674
494
$304K 0.01%
16,338
+2,837
495
$303K 0.01%
1,009
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496
$302K 0.01%
3,498
+394
497
$302K 0.01%
+2,654
498
$301K 0.01%
2,575
+656
499
$299K 0.01%
+2,023
500
$299K 0.01%
+1,229
18 19
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