EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.28M
3
+$4.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.59M
5
AMZN icon
Amazon
AMZN
+$4.22M

Top Sells

1
+$12M
2
+$6.88M
3
+$3.53M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.36M
5
DHR icon
Danaher
DHR
+$2.39M

Sector Composition

1 Technology 9.93%
2 Consumer Discretionary 3.05%
3 Communication Services 2.67%
4 Healthcare 2.62%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
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