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
576
$203K 0.01%
2,930
-954
577
$203K 0.01%
1,948
+7
578
$203K 0.01%
+3,719
579
$202K 0.01%
3,830
580
$200K 0.01%
854
581
$200K 0.01%
19,335
-1,888
582
$183K 0.01%
18,435
-744
583
$163K ﹤0.01%
10,837
584
$153K ﹤0.01%
22,025
+5,701
585
$151K ﹤0.01%
+10,417
586
$148K ﹤0.01%
49,580
+23,902
587
$148K ﹤0.01%
13,000
-2,755
588
$144K ﹤0.01%
18,289
589
$136K ﹤0.01%
14,666
+4,290
590
$136K ﹤0.01%
+11,153
591
$130K ﹤0.01%
10,000
592
$128K ﹤0.01%
14,102
-1,569
593
$126K ﹤0.01%
21,329
+6,733
594
$123K ﹤0.01%
19,762
595
$121K ﹤0.01%
12,663
+1,690
596
$120K ﹤0.01%
19,902
+4,597
597
$119K ﹤0.01%
12,710
-2,000
598
$115K ﹤0.01%
25,171
+3,407
599
$109K ﹤0.01%
22,343
+5,286
600
$67.7K ﹤0.01%
11,687
+1,142
21 22 23
24
25