EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Return
15.08%
This Quarter Return
+9.66%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$1.31B
AUM Growth
+$140M
(+12%)
Cap. Flow
+$38.4M
Cap. Flow
% of AUM
2.93%
Top 10 Holdings %
Top 10 Hldgs %
43.58%
Holding
403
New
56
Increased
186
Reduced
104
Closed
27
Top Buys
| 1 |
Intel
INTC
|
$9.29M |
| 2 |
Apple
AAPL
|
$5.82M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.61M |
| 5 |
Amazon
AMZN
|
$4.31M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$12.8M |
| 2 |
Adobe
ADBE
|
$7.12M |
| 3 |
AVTA
Avantax, Inc. Common Stock
AVTA
|
$4.39M |
| 4 |
JPMorgan Chase
JPM
|
$4.01M |
| 5 |
Zillow
Z
|
$2.59M |
Sector Composition
| 1 | Technology | 10.04% |
| 2 | Consumer Discretionary | 3.05% |
| 3 | Communication Services | 2.67% |
| 4 | Healthcare | 2.62% |
| 5 | Financials | 2.15% |
