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
101
$6.58M 0.18%
23,820
+1,050
102
$6.43M 0.17%
26,843
+4,116
103
$6.4M 0.17%
228,558
+21,645
104
$6.34M 0.17%
25,004
+2,408
105
$6.21M 0.17%
134,356
-5,184
106
$6.17M 0.17%
118,918
-719
107
$5.84M 0.16%
55,395
+4,293
108
$5.75M 0.16%
64,788
-625
109
$5.69M 0.15%
78,823
+4,983
110
$5.68M 0.15%
7,363
+92
111
$5.59M 0.15%
52,471
-978
112
$5.57M 0.15%
42,208
+1,221
113
$5.46M 0.15%
11,532
+1,195
114
$5.22M 0.14%
60,715
+3,379
115
$5.05M 0.14%
+68,372
116
$5.03M 0.14%
124,273
+6,990
117
$4.96M 0.13%
44,890
-1,170
118
$4.93M 0.13%
68,427
+6,986
119
$4.83M 0.13%
21,030
-4,396
120
$4.79M 0.13%
139,400
+7,404
121
$4.71M 0.13%
43,403
122
$4.65M 0.13%
27,724
+769
123
$4.62M 0.13%
32,104
+1,995
124
$4.57M 0.12%
200,874
+22,229
125
$4.18M 0.11%
38,248
+2,530
3 4
5
6 7