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
551
$223K 0.01%
4,700
-1,749
552
$222K 0.01%
14,539
553
$222K 0.01%
+901
554
$222K 0.01%
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555
$221K 0.01%
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556
$221K 0.01%
737
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557
$221K 0.01%
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558
$220K 0.01%
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559
$219K 0.01%
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560
$219K 0.01%
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561
$217K 0.01%
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562
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563
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564
$214K 0.01%
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565
$213K 0.01%
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566
$212K 0.01%
+3,181
567
$210K 0.01%
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568
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570
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571
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572
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573
$204K 0.01%
4,897
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574
$204K 0.01%
+3,853
575
$203K 0.01%
1,002
-348
21 22
23
24 25