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
176
$1.82M 0.06%
36,359
-1,439
177
$1.81M 0.06%
37,170
-3,240
178
$1.81M 0.06%
87,528
-4,905
179
$1.8M 0.06%
18,111
-1,227
180
$1.77M 0.06%
16,307
-8
181
$1.74M 0.06%
12,021
+479
182
$1.73M 0.06%
66,183
+2,153
183
$1.72M 0.06%
4,308
+527
184
$1.72M 0.06%
8,576
+1,221
185
$1.72M 0.06%
22,571
-457
186
$1.72M 0.06%
29,670
+4,242
187
$1.68M 0.06%
7,231
+2,236
188
$1.65M 0.05%
6,278
+1,008
189
$1.62M 0.05%
5,638
+637
190
$1.62M 0.05%
63,729
+3,939
191
$1.6M 0.05%
+95,946
192
$1.58M 0.05%
14,333
+1,731
193
$1.54M 0.05%
9,058
+153
194
$1.53M 0.05%
6,966
+1,818
195
$1.52M 0.05%
85,003
-1,030
196
$1.51M 0.05%
89,202
+8,270
197
$1.49M 0.05%
2,389
+105
198
$1.49M 0.05%
24,028
-230
199
$1.48M 0.05%
25,125
+360
200
$1.47M 0.05%
51,139
-3,264
6 7
8
9 10