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
151
$2.8M 0.08%
70,405
+3,011
152
$2.79M 0.08%
21,528
+789
153
$2.7M 0.08%
55,378
-1,445
154
$2.68M 0.08%
24,662
+1,543
155
$2.68M 0.08%
28,996
+3,204
156
$2.63M 0.08%
17,261
-500
157
$2.62M 0.08%
161,412
+27,130
158
$2.53M 0.07%
127,021
159
$2.47M 0.07%
10,349
-907
160
$2.45M 0.07%
12,318
-87
161
$2.38M 0.07%
76,958
+3,480
162
$2.38M 0.07%
6,363
+44
163
$2.33M 0.07%
7,676
+893
164
$2.32M 0.07%
13,660
+926
165
$2.31M 0.07%
46,313
-2,546
166
$2.28M 0.07%
10,100
+691
167
$2.26M 0.07%
9,852
+2,114
168
$2.21M 0.07%
37,398
+1,122
169
$2.21M 0.07%
3,989
+296
170
$2.19M 0.06%
11,244
+1,122
171
$2.19M 0.06%
34,330
+5,792
172
$2.18M 0.06%
55,780
+2,338
173
$2.17M 0.06%
5,803
+225
174
$2.14M 0.06%
31,579
-1,211
175
$2.1M 0.06%
4,153
-344
5 6
7
8 9