EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$24.7M
2
+$5.91M
3
+$4.9M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.13M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.89M

Top Sells

1
+$65.2M
2
+$2.47M
3
+$1.7M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.64M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.27M

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%
+11,464
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
– –
-24,000
561
– –
-1,956
562
– –
-799
563
– –
-7,905
564
– –
-31,750
565
– –
-1,680
566
– –
-4,194
567
– –
-920
568
– –
-642
569
– –
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570
– –
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571
– –
-1,440
572
– –
-7,878
573
– –
-4,015
574
– –
-1,000
575
– –
-50,000
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