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
526
$266K 0.01%
21,925
+10,047
527
$263K 0.01%
6,863
528
$262K 0.01%
+1,325
529
$259K 0.01%
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530
$257K 0.01%
25,189
+5,612
531
$253K 0.01%
3,622
-5
532
$252K 0.01%
610
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533
$252K 0.01%
12,312
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534
$251K 0.01%
3,103
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535
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+4,346
536
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537
$248K 0.01%
17,000
538
$248K 0.01%
+4,330
539
$246K 0.01%
+1,011
540
$245K 0.01%
+1,305
541
$244K 0.01%
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542
$242K 0.01%
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543
$242K 0.01%
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545
$237K 0.01%
1,781
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546
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547
$235K 0.01%
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548
$235K 0.01%
9,270
-29,658
549
$232K 0.01%
+2,739
550
$231K 0.01%
6,388
-992
20 21
22
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