EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
This Quarter Return
-11.38%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$1.91B
AUM Growth
+$1.91B
(-5%)
Cap. Flow
+$153M
Cap. Flow
% of AUM
8.06%
Top 10 Holdings %
Top 10 Hldgs %
35.81%
Holding
543
New
51
Increased
185
Reduced
193
Closed
81
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$55.4M |
| 2 |
Amazon
AMZN
|
$13.1M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.85M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$9.24M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$7.44M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$9.56M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.68M |
| 3 |
Oracle
ORCL
|
$4.04M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.22M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.2M |
Sector Composition
| 1 | Technology | 7.94% |
| 2 | Healthcare | 2.88% |
| 3 | Consumer Discretionary | 2.48% |
| 4 | Financials | 2.3% |
| 5 | Communication Services | 1.7% |
