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
$3.32B
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$6.25M
3
+$4.94M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.1M
5
AVGO icon
Broadcom
AVGO
+$4.06M

Top Sells

1
+$79.7M
2
+$2.51M
3
+$1.7M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.61M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.3M

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
51
$13.6M 0.4%
54,468
-3,287
52
$13.6M 0.4%
533,459
+3,379
53
$13.4M 0.4%
94,884
+1,663
54
$13.1M 0.39%
275,077
-3,118
55
$13M 0.38%
55,037
+1,590
56
$12.6M 0.37%
73,234
+1,675
57
$11.8M 0.35%
53,998
-696
58
$11.4M 0.34%
96,339
+5,348
59
$11.3M 0.34%
57,342
+3,959
60
$11.3M 0.33%
178,928
+3,336
61
$11.2M 0.33%
97,873
-3,978
62
$11.1M 0.33%
330,799
-20,025
63
$11M 0.33%
251,543
-7,073
64
$10.5M 0.31%
182,017
-3,640
65
$10.4M 0.31%
13,270
+1,347
66
$10.3M 0.31%
417,720
-10,023
67
$10.2M 0.3%
69,855
+13,638
68
$9.79M 0.29%
70,709
+3,738
69
$9.68M 0.29%
407,958
-1,314
70
$9.54M 0.28%
19,906
+315
71
$9.4M 0.28%
244,069
-6,712
72
$9.21M 0.27%
90,056
+9,051
73
$9.16M 0.27%
60,968
-4,019
74
$9.1M 0.27%
3,069
+29
75
$8.9M 0.26%
75,057
+413
1 2
3
4 5