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
251
$367K 0.03%
+4,575
252
$364K 0.03%
2,877
-437
253
$363K 0.03%
8,500
254
$357K 0.03%
3,746
+498
255
$357K 0.03%
5,228
-5,732
256
$355K 0.03%
18,604
257
$352K 0.03%
6,152
-2,225
258
$346K 0.03%
2,450
-204
259
$344K 0.03%
10,710
260
$342K 0.03%
3,913
-1,470
261
$341K 0.03%
+3,116
262
$330K 0.03%
+4,720
263
$328K 0.03%
3,804
-675
264
$324K 0.03%
13,917
-795
265
$319K 0.03%
1,362
266
$317K 0.03%
6,573
+2,185
267
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6,200
268
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+2,478
269
$312K 0.03%
2,770
-498
270
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1,500
271
$310K 0.03%
955
272
$307K 0.03%
25,032
+2,523
273
$307K 0.03%
+8,168
274
$306K 0.03%
+1,778
275
$305K 0.03%
1,585
-582
9 10
11
12 13