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
526
$208K 0.01%
+1,383
527
$208K 0.01%
+1,213
528
$207K 0.01%
+1,745
529
$206K 0.01%
+10,221
530
$206K 0.01%
422
+10
531
$204K 0.01%
+1,168
532
$204K 0.01%
+4,887
533
$202K 0.01%
+3,718
534
$201K 0.01%
+896
535
$201K 0.01%
1,936
+4
536
$201K 0.01%
+643
537
$200K 0.01%
1,088
-482
538
$198K 0.01%
+14,122
539
$180K 0.01%
14,000
+4,000
540
$179K 0.01%
14,840
+1,101
541
$174K 0.01%
+16,612
542
$153K ﹤0.01%
10,837
543
$152K ﹤0.01%
+21,773
544
$150K ﹤0.01%
+10,786
545
$135K ﹤0.01%
+21,176
546
$129K ﹤0.01%
19,762
547
$122K ﹤0.01%
30,000
548
$111K ﹤0.01%
18,289
549
$93.3K ﹤0.01%
+10,401
550
$86.9K ﹤0.01%
25,858
+10,277
20 21
22
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