EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
This Quarter Return
+4.89%
1 Year Return
+15.08%
3 Year Return
+52.87%
5 Year Return
+72.12%
10 Year Return
+102.42%
AUM
$2B
AUM Growth
+$2B
(+14%)
Cap. Flow
+$172M
Cap. Flow
% of AUM
8.57%
Top 10 Holdings %
Top 10 Hldgs %
35.1%
Holding
545
New
96
Increased
229
Reduced
151
Closed
29
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$8.72M |
| 2 |
Rockwell Automation
ROK
|
$4.08M |
| 3 |
Apple
AAPL
|
$3.83M |
| 4 |
AVTA
Avantax, Inc. Common Stock
AVTA
|
$3.04M |
| 5 |
Microsoft
MSFT
|
$2.38M |
Sector Composition
| 1 | Technology | 9.97% |
| 2 | Consumer Discretionary | 3.07% |
| 3 | Communication Services | 2.46% |
| 4 | Healthcare | 2.44% |
| 5 | Financials | 2.41% |
