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
601
$66.8K ﹤0.01%
+18,880
602
$65.2K ﹤0.01%
14,950
+2,200
603
$55.9K ﹤0.01%
15,490
+4,455
604
$51.2K ﹤0.01%
20,395
-4,137
605
$46.3K ﹤0.01%
13,650
606
$29.4K ﹤0.01%
20,000
607
$27.1K ﹤0.01%
2,046
608
$9.63K ﹤0.01%
10,250
609
$1.59K ﹤0.01%
13,000
610
– –
-8,236
611
– –
-8,412
612
– –
-908
613
– –
-1,000
614
– –
-5,755
615
– –
-5,403
616
– –
-2,845
617
– –
-1,561
618
– –
-2,133
619
– –
-4,400
620
– –
-3,993
621
– –
-3,059
622
– –
-8,902
623
– –
-30,026
624
– –
-139,957
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