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
301
$228K 0.02%
5,000
302
$220K 0.02%
+2,564
303
$218K 0.02%
+5,127
304
$217K 0.02%
3,760
-1,618
305
$217K 0.02%
2,478
-112
306
$216K 0.02%
+655
307
$213K 0.02%
6,313
-550
308
$212K 0.02%
+2,280
309
$210K 0.02%
2,865
310
$202K 0.02%
+4,664
311
$179K 0.02%
5,263
-2,865
312
$179K 0.02%
10,500
-840
313
$170K 0.02%
17,500
314
$155K 0.01%
12,152
315
$146K 0.01%
15,042
+1,056
316
$115K 0.01%
10,533
-3,332
317
$113K 0.01%
+15,162
318
$85K 0.01%
+5,101
319
$76K 0.01%
12,445
-990
320
$71K 0.01%
+11,265
321
$68K 0.01%
20,000
322
$34K ﹤0.01%
27,765
-5,000
323
$29K ﹤0.01%
18,520
324
$25K ﹤0.01%
11,305
325
$14K ﹤0.01%
2
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