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
126
$3.23M 0.11%
62,357
+2,939
127
$3.23M 0.11%
45,223
+2,064
128
$3.22M 0.11%
+38,289
129
$3.22M 0.11%
28,850
-41,930
130
$3.11M 0.1%
18,265
+1,470
131
$2.98M 0.1%
111,786
132
$2.95M 0.1%
20,106
+111
133
$2.89M 0.1%
22,721
+1,257
134
$2.88M 0.1%
6,219
+608
135
$2.79M 0.09%
47,352
-1,156
136
$2.77M 0.09%
34,077
+4,258
137
$2.72M 0.09%
17,505
-732
138
$2.68M 0.09%
43,737
-1,630
139
$2.66M 0.09%
4,564
-606
140
$2.65M 0.09%
15,598
+2,098
141
$2.62M 0.09%
20,577
+1,512
142
$2.6M 0.09%
4,933
+768
143
$2.6M 0.09%
11,141
+1,219
144
$2.54M 0.08%
131,644
+7,192
145
$2.53M 0.08%
121,320
+1,257
146
$2.51M 0.08%
17,060
-6,255
147
$2.51M 0.08%
122,806
+708
148
$2.43M 0.08%
119,902
+16,911
149
$2.43M 0.08%
124,776
+595
150
$2.4M 0.08%
22,020
-258
4 5
6
7 8