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
76
$8M 0.27%
49,347
+5,038
77
$7.97M 0.26%
236,219
+4,029
78
$7.9M 0.26%
46,653
+6,991
79
$7.65M 0.25%
48,640
+390
80
$7.49M 0.25%
2,895
+152
81
$7.32M 0.24%
222,924
+49,356
82
$7.28M 0.24%
38,236
+2,232
83
$7.23M 0.24%
15,135
+757
84
$7.19M 0.24%
27,632
-342
85
$7.03M 0.23%
27,084
+5,615
86
$6.85M 0.23%
230,016
-13,270
87
$6.74M 0.22%
146,358
-1,382
88
$6.73M 0.22%
69,483
+18,366
89
$6.72M 0.22%
97,631
+2,841
90
$6.6M 0.22%
127,809
+38,297
91
$6.54M 0.22%
62,343
+154
92
$6.54M 0.22%
60,423
+9,466
93
$6.38M 0.21%
72,556
-541
94
$6.3M 0.21%
58,086
+14,943
95
$5.68M 0.19%
7,000
-3,493
96
$5.57M 0.19%
12,750
+1,851
97
$5.55M 0.18%
327,691
+30,166
98
$5.51M 0.18%
66,806
+7,226
99
$5.1M 0.17%
17,032
+1,983
100
$5.08M 0.17%
49,214
+7,073
2 3
4
5 6