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
176
$2.34M 0.06%
10,624
+3,183
177
$2.33M 0.06%
48,986
+1,830
178
$2.31M 0.06%
97,529
+6,194
179
$2.3M 0.06%
5,067
+255
180
$2.28M 0.06%
106,662
+6,003
181
$2.28M 0.06%
81,647
+4,451
182
$2.25M 0.06%
24,280
+3,088
183
$2.21M 0.06%
17,563
+2,784
184
$2.2M 0.06%
4,228
-57
185
$2.19M 0.06%
9,682
+924
186
$2.18M 0.06%
19,287
+1,605
187
$2.16M 0.06%
31,638
-406
188
$2.14M 0.06%
18,183
-696
189
$2.12M 0.06%
93,519
-3
190
$2.12M 0.06%
85,810
+5,177
191
$2.06M 0.06%
37,135
-1,866
192
$2.03M 0.06%
6,066
+556
193
$2.02M 0.05%
17,451
+5,929
194
$2.02M 0.05%
10,310
-282
195
$2.02M 0.05%
18,129
+923
196
$2M 0.05%
10,647
-69
197
$1.97M 0.05%
6,130
+407
198
$1.97M 0.05%
11,122
+54
199
$1.96M 0.05%
9,925
+1,069
200
$1.92M 0.05%
8,706
+398
6 7
8
9 10