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
76
$8.8M 0.26%
266,280
-11,236
77
$8.75M 0.26%
30,637
+2,075
78
$8.74M 0.26%
54,460
+25,300
79
$8.7M 0.26%
27,682
+1,361
80
$7.84M 0.23%
73,524
+8,178
81
$7.69M 0.23%
219,462
-18,593
82
$7.66M 0.23%
14,005
-668
83
$7.58M 0.22%
102,797
-1,757
84
$7.47M 0.22%
216,904
-6,352
85
$7.43M 0.22%
157,365
-5,155
86
$7.35M 0.22%
225,822
-38
87
$7.3M 0.22%
61,168
-333
88
$7.28M 0.22%
81,515
+2,596
89
$7.12M 0.21%
103,822
-11,018
90
$7.08M 0.21%
61,463
+2,056
91
$7.01M 0.21%
65,850
+1,410
92
$7.01M 0.21%
51,239
-1,885
93
$6.72M 0.2%
61,038
+3,142
94
$6.55M 0.19%
13,097
-248
95
$6.49M 0.19%
19,627
+291
96
$6.46M 0.19%
7,136
-683
97
$6.41M 0.19%
124,069
+87
98
$6.37M 0.19%
80,748
-7,540
99
$6.25M 0.19%
136,735
-1,082
100
$6.24M 0.19%
210,225
-3,098
2 3
4
5 6