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
201
$1.63M 0.05%
7,400
+1,652
202
$1.61M 0.05%
35,270
-4,872
203
$1.61M 0.05%
7,913
-714
204
$1.6M 0.05%
16,092
+769
205
$1.58M 0.05%
6,904
206
$1.57M 0.05%
20,453
+2,255
207
$1.55M 0.05%
6,019
+504
208
$1.55M 0.05%
3,504
+1,114
209
$1.54M 0.05%
7,224
+1,070
210
$1.54M 0.05%
57,743
-1,231
211
$1.51M 0.04%
8,705
+2,321
212
$1.51M 0.04%
82,019
-4,860
213
$1.5M 0.04%
8,229
+4,500
214
$1.49M 0.04%
19,707
+1,263
215
$1.48M 0.04%
50,176
216
$1.48M 0.04%
24,407
+1,462
217
$1.47M 0.04%
23,781
-107
218
$1.46M 0.04%
3,271
+321
219
$1.46M 0.04%
15,741
+6,243
220
$1.45M 0.04%
17,755
+1,090
221
$1.44M 0.04%
3,734
+249
222
$1.4M 0.04%
2,124
-225
223
$1.37M 0.04%
2,376
+71
224
$1.36M 0.04%
19,350
+720
225
$1.34M 0.04%
5,936
-905
7 8
9
10 11