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
201
$1.46M 0.05%
1,667
+196
202
$1.42M 0.05%
19,688
+1,249
203
$1.42M 0.05%
11,365
-240
204
$1.39M 0.05%
17,984
+3,518
205
$1.38M 0.05%
16,801
-7,732
206
$1.38M 0.05%
34,133
+2,878
207
$1.36M 0.05%
25,950
-1,473
208
$1.36M 0.05%
15,219
+1,866
209
$1.36M 0.05%
15,046
-310
210
$1.35M 0.05%
+5,234
211
$1.35M 0.04%
5,594
+2,002
212
$1.34M 0.04%
4,294
-75
213
$1.33M 0.04%
5,064
-477
214
$1.28M 0.04%
22,181
-5,259
215
$1.27M 0.04%
41,810
+5,658
216
$1.26M 0.04%
2,606
+465
217
$1.25M 0.04%
49,131
+4,293
218
$1.24M 0.04%
7,882
-611
219
$1.24M 0.04%
10,709
+2,360
220
$1.22M 0.04%
9,163
+105
221
$1.21M 0.04%
+11,971
222
$1.18M 0.04%
15,680
+2,767
223
$1.17M 0.04%
50,176
224
$1.16M 0.04%
13,737
+2,059
225
$1.15M 0.04%
38,931
7 8
9
10 11