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
26
$7.79M 0.73%
148,145
+10,029
27
$7.79M 0.73%
371,260
-8,598
28
$7.38M 0.69%
261,946
-66
29
$7.23M 0.67%
76,131
30
$6.92M 0.65%
35,835
+530
31
$6.47M 0.6%
163,254
+10,207
32
$6.33M 0.59%
43,468
-24,727
33
$6.17M 0.58%
39,434
+100
34
$6.02M 0.56%
101,496
-2,873
35
$5.97M 0.56%
365,712
+261,320
36
$5.6M 0.52%
52,399
+4,091
37
$5.59M 0.52%
+489,899
38
$5.49M 0.51%
22,153
+503
39
$5.24M 0.49%
128,276
-5,313
40
$4.88M 0.46%
173,498
-6,214
41
$4.47M 0.42%
14,741
+562
42
$4.45M 0.41%
141,821
-17,572
43
$4.33M 0.4%
259,032
+12,777
44
$4.16M 0.39%
175,148
+3,909
45
$4.13M 0.39%
169,536
+3,195
46
$3.86M 0.36%
64,466
+1,124
47
$3.71M 0.35%
79,578
+8,981
48
$3.55M 0.33%
11,466
+795
49
$3.55M 0.33%
78,020
-7,500
50
$3.46M 0.32%
116,862
-9,344
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