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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$22.1M
3
+$10.8M
4
OZ icon
Belpointe PREP
OZ
+$9.31M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.63M

Top Sells

1
+$3.97M
2
+$2.44M
3
+$2.43M
4
SPLK
Splunk Inc
SPLK
+$2.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.89M

Sector Composition

1 Technology 13.73%
2 Consumer Discretionary 3%
3 Healthcare 2.44%
4 Financials 2.37%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-16,304
502
– –
-10,025
503
– –
-421
504
– –
-4,758
505
– –
-29,548
506
– –
-10,500
507
– –
-1,287
508
– –
-24,333
509
– –
-4,033
510
– –
-15,000
511
– –
-114,531
512
– –
-1,152
17 18 19 20
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