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
$2.94B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$23.5M
3
+$10.8M
4
OZ icon
Belpointe PREP
OZ
+$9.96M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$7.17M

Top Sells

1
+$4.68M
2
+$2.84M
3
+$2.48M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.93M

Sector Composition

1 Technology 13.73%
2 Consumer Discretionary 3%
3 Healthcare 2.44%
4 Financials 2.37%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.39%
102,403
-11,086
52
$11.8M 0.39%
83,614
+4,717
53
$11.1M 0.37%
345,517
+20,035
54
$10.9M 0.36%
44,041
-6,296
55
$10.9M 0.36%
591,456
+82,976
56
$10.9M 0.36%
440,637
+74,452
57
$10.8M 0.36%
262,901
+6,114
58
$10.7M 0.35%
188,853
-657
59
$10M 0.33%
429,669
-40,584
60
$10M 0.33%
64,694
+5,519
61
$9.91M 0.33%
329,430
-23,576
62
$9.84M 0.33%
416,766
-9,462
63
$9.42M 0.31%
56,420
+4,108
64
$9.26M 0.31%
243,496
+10,358
65
$9.02M 0.3%
68,672
-10,146
66
$8.79M 0.29%
56,062
-12,343
67
$8.74M 0.29%
79,918
+9,571
68
$8.58M 0.29%
81,382
+3,166
69
$8.46M 0.28%
268,186
+24,479
70
$8.43M 0.28%
75,500
+5,212
71
$8.37M 0.28%
175,110
-22,613
72
$8.27M 0.27%
144,034
+28,699
73
$8.14M 0.27%
19,868
+591
74
$8.11M 0.27%
228,211
+2,355
75
$8.06M 0.27%
99,536
+6,980
1 2
3
4 5