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
176
$2.07M 0.06%
11,349
-384
177
$2.03M 0.06%
10,002
-3,415
178
$2.03M 0.06%
27,882
+6,999
179
$2.02M 0.06%
82,629
+5,110
180
$2.02M 0.06%
17,955
-1,301
181
$2.02M 0.06%
80,212
+780
182
$2M 0.06%
89,787
-2,643
183
$1.99M 0.06%
1,894
-5
184
$1.95M 0.06%
32,608
-5,005
185
$1.94M 0.06%
91,452
-3,611
186
$1.93M 0.06%
92,082
-7,452
187
$1.87M 0.06%
72,243
+3,897
188
$1.86M 0.06%
67,285
-3,531
189
$1.86M 0.06%
8,033
+1,331
190
$1.82M 0.05%
18,940
+1,010
191
$1.81M 0.05%
7,248
+958
192
$1.8M 0.05%
17,295
-544
193
$1.78M 0.05%
45,941
-75
194
$1.77M 0.05%
4,844
-159
195
$1.75M 0.05%
7,734
-408
196
$1.75M 0.05%
33,984
-2,933
197
$1.71M 0.05%
5,692
-62
198
$1.7M 0.05%
5,722
-16
199
$1.69M 0.05%
18,180
-65
200
$1.64M 0.05%
23,166
+3,301
6 7
8
9 10