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
126
$4.11M 0.11%
72,456
-4,231
127
$4.04M 0.11%
63,334
-1,912
128
$3.98M 0.11%
13,726
-591
129
$3.96M 0.11%
45,083
+4,737
130
$3.85M 0.1%
87,530
+12,127
131
$3.85M 0.1%
42,571
+3,120
132
$3.81M 0.1%
10,492
+680
133
$3.8M 0.1%
60,432
+2,537
134
$3.71M 0.1%
40,680
+2,242
135
$3.7M 0.1%
37,213
+2,660
136
$3.61M 0.1%
159,016
-11,116
137
$3.59M 0.1%
23,611
+1,900
138
$3.5M 0.09%
6,916
+133
139
$3.47M 0.09%
13,314
+329
140
$3.45M 0.09%
163,935
-18,193
141
$3.45M 0.09%
118,810
+4,476
142
$3.43M 0.09%
127,021
143
$3.33M 0.09%
35,455
-2,330
144
$3.23M 0.09%
9,187
+578
145
$3.21M 0.09%
29,023
+3,266
146
$3.13M 0.09%
161,294
+2,496
147
$3.12M 0.08%
27,373
+2,287
148
$3.12M 0.08%
151,175
+2,466
149
$3.11M 0.08%
10,630
-2,934
150
$3.1M 0.08%
159,305
+3,256
4 5
6
7 8