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
$1.07B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.55M
3
+$5.96M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$5.59M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.27M

Top Sells

1
+$5.76M
2
+$3.81M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$3.38M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$1.7M

Sector Composition

1 Technology 8.42%
2 Healthcare 2.92%
3 Financials 2.68%
4 Consumer Discretionary 2.46%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$444K 0.04%
2,059
+530
227
$432K 0.04%
5,402
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228
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229
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230
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231
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232
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233
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234
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-1,765
235
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236
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237
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238
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239
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240
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241
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242
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243
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245
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246
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247
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248
$377K 0.04%
7,583
-2,344
249
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14,525
+5,821
250
$371K 0.03%
+376
8 9
10
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