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
551
$59.8K ﹤0.01%
3,847
+2,706
552
$59.1K ﹤0.01%
+11,130
553
$57.5K ﹤0.01%
21,532
+2,422
554
$57.2K ﹤0.01%
+12,354
555
$55.2K ﹤0.01%
13,278
-10
556
$30.7K ﹤0.01%
13,650
557
$27.3K ﹤0.01%
21,800
558
$14K ﹤0.01%
10,250
559
$1.69K ﹤0.01%
13,000
560
– –
-2,258
561
– –
-920
562
– –
-642
563
– –
-575
564
– –
-2,911
565
– –
-1,440
566
– –
-7,878
567
– –
-4,015
568
– –
-1,000
569
– –
-50,000
570
– –
-2,600
571
– –
-1,815
572
– –
-8,904
573
– –
-31,750
574
– –
-1,680
575
– –
-4,194
20 21 22
23
24