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
51
$14.6M 0.4%
54,183
-273
52
$14.6M 0.4%
446,848
+18,557
53
$14M 0.38%
205,646
+7,103
54
$13.5M 0.37%
71,539
+4,503
55
$13.4M 0.36%
102,483
+248
56
$13.3M 0.36%
38,706
+2,562
57
$13.1M 0.36%
142,167
+5,382
58
$13M 0.35%
328,136
+24,240
59
$12.7M 0.35%
53,053
-543
60
$12.5M 0.34%
569,208
+13,754
61
$12.5M 0.34%
28,156
-324
62
$12.5M 0.34%
87,287
-2,014
63
$12.1M 0.33%
23,642
+2,848
64
$12M 0.33%
96,384
+3,541
65
$11.6M 0.32%
3,627
+289
66
$11.4M 0.31%
117,375
+9,330
67
$11.2M 0.3%
254,053
+5,119
68
$11M 0.3%
40,899
+2,971
69
$11M 0.3%
67,341
+7,352
70
$10.8M 0.29%
184,562
+2,777
71
$10.7M 0.29%
92,819
+5,246
72
$10.7M 0.29%
253,812
+24
73
$10.5M 0.28%
401,608
-13,559
74
$10.4M 0.28%
122,470
+17,221
75
$10.4M 0.28%
402,867
-6,969
1 2
3
4 5