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
201
$1.91M 0.05%
8,984
+2,071
202
$1.9M 0.05%
24,060
+3,225
203
$1.9M 0.05%
69,458
+3,836
204
$1.89M 0.05%
15,982
+1,505
205
$1.88M 0.05%
7,821
-555
206
$1.88M 0.05%
25,382
-6,734
207
$1.88M 0.05%
73,570
+8,464
208
$1.81M 0.05%
2,547
+474
209
$1.79M 0.05%
65,498
-575
210
$1.79M 0.05%
3,865
-80
211
$1.75M 0.05%
6,117
+1,238
212
$1.73M 0.05%
18,478
+788
213
$1.72M 0.05%
7,403
+807
214
$1.69M 0.05%
2,722
+244
215
$1.69M 0.05%
38,679
+802
216
$1.69M 0.05%
7,264
-233
217
$1.68M 0.05%
+32,420
218
$1.66M 0.04%
8,057
+375
219
$1.63M 0.04%
3,270
+135
220
$1.62M 0.04%
19,101
+1,252
221
$1.6M 0.04%
22,758
+1,253
222
$1.59M 0.04%
32,474
+950
223
$1.57M 0.04%
20,737
+1,449
224
$1.54M 0.04%
5,856
+2,840
225
$1.54M 0.04%
21,878
+5,087
7 8
9
10 11