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
126
$3.9M 0.12%
37,935
-87
127
$3.88M 0.11%
31,303
+9,853
128
$3.84M 0.11%
65,306
129
$3.73M 0.11%
58,729
-1,549
130
$3.65M 0.11%
10,964
+4,372
131
$3.54M 0.11%
119,787
-8,769
132
$3.35M 0.1%
36,642
+803
133
$3.28M 0.1%
32,586
+500
134
$3.16M 0.09%
19,479
+2,397
135
$3.16M 0.09%
165,322
+16,231
136
$3.15M 0.09%
12,375
-727
137
$3.1M 0.09%
18,822
+1,224
138
$3.06M 0.09%
45,330
+260
139
$3.05M 0.09%
39,185
+1,740
140
$2.97M 0.09%
37,796
+54
141
$2.9M 0.09%
151,491
+19,788
142
$2.89M 0.09%
137,299
+21,117
143
$2.88M 0.09%
23,117
+290
144
$2.88M 0.09%
140,975
+17,221
145
$2.87M 0.08%
104,374
-58,693
146
$2.86M 0.08%
148,630
+23,903
147
$2.85M 0.08%
15,683
+1,870
148
$2.85M 0.08%
142,906
+22,517
149
$2.85M 0.08%
5,593
+217
150
$2.83M 0.08%
156,038
+24,625
4 5
6
7 8