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
101
$6.13M 0.18%
24,528
+569
102
$5.89M 0.17%
55,258
-4,383
103
$5.63M 0.17%
52,791
+817
104
$5.61M 0.17%
21,387
-20
105
$5.57M 0.16%
35,578
+2,386
106
$5.38M 0.16%
15,642
-139
107
$5.32M 0.16%
50,864
+1,698
108
$5.21M 0.15%
35,903
+3,162
109
$5.06M 0.15%
173,824
+13,109
110
$4.96M 0.15%
32,994
+5,042
111
$4.91M 0.15%
113,409
-5,740
112
$4.91M 0.15%
295,325
-22,305
113
$4.84M 0.14%
15,477
+7,979
114
$4.78M 0.14%
239,579
+2,764
115
$4.68M 0.14%
81,732
-3,438
116
$4.61M 0.14%
51,385
+2,936
117
$4.44M 0.13%
45,659
+851
118
$4.43M 0.13%
199,908
-3,677
119
$4.41M 0.13%
26,738
+2,975
120
$4.34M 0.13%
9,375
+153
121
$4.21M 0.12%
135,062
-1,675
122
$4.06M 0.12%
46,352
-1,000
123
$4.06M 0.12%
20,052
+1,827
124
$4.05M 0.12%
54,590
+2,474
125
$3.99M 0.12%
175,164
-7,692
3 4
5
6 7