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
501
$235K 0.01%
+2,192
502
$234K 0.01%
2,915
503
$232K 0.01%
+1,798
504
$231K 0.01%
7,582
-438
505
$231K 0.01%
+602
506
$231K 0.01%
2,133
507
$229K 0.01%
796
-228
508
$227K 0.01%
1,039
+139
509
$227K 0.01%
2,265
-2,145
510
$226K 0.01%
+4,082
511
$225K 0.01%
+730
512
$224K 0.01%
9,969
+13
513
$221K 0.01%
5,000
514
$221K 0.01%
3,429
-405
515
$220K 0.01%
+3,241
516
$219K 0.01%
4,280
-4,511
517
$219K 0.01%
+3,254
518
$217K 0.01%
14,539
519
$215K 0.01%
+1,643
520
$214K 0.01%
1,234
-169
521
$214K 0.01%
3,830
-393
522
$212K 0.01%
+5,730
523
$211K 0.01%
7,613
524
$209K 0.01%
2,300
525
$209K 0.01%
+1,841
19 20
21
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