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
76
$10.3M 0.28%
62,657
-590
77
$9.94M 0.27%
77,885
+2,337
78
$9.92M 0.27%
297,039
-2,063
79
$9.84M 0.27%
95,161
+6,867
80
$9.63M 0.26%
66,590
-1,643
81
$9.46M 0.26%
75,049
+9,990
82
$8.91M 0.24%
15,132
-317
83
$8.82M 0.24%
253,286
-5,981
84
$8.57M 0.23%
74,332
-7,829
85
$8.41M 0.23%
36,258
+609
86
$8.34M 0.23%
51,555
+4,376
87
$8.11M 0.22%
90,970
-56,450
88
$7.98M 0.22%
74,223
+6,872
89
$7.86M 0.21%
24,868
+3,523
90
$7.85M 0.21%
72,064
+3,275
91
$7.81M 0.21%
14,494
+1,163
92
$7.79M 0.21%
222,898
+3,794
93
$7.76M 0.21%
104,832
+3,587
94
$7.68M 0.21%
231,142
+17,441
95
$7.54M 0.2%
58,547
-2,372
96
$7.5M 0.2%
51,789
-1,057
97
$7.49M 0.2%
228,763
+23,273
98
$7.46M 0.2%
249,956
+50,481
99
$7.38M 0.2%
155,697
+1,362
100
$7.01M 0.19%
18,027
+1,394
2 3
4
5 6