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
51
$3.32M 0.31%
349,680
-1,800
52
$3.26M 0.3%
41,337
-1,795
53
$3.14M 0.29%
94,729
-4,469
54
$3.05M 0.28%
50,700
+12,962
55
$2.98M 0.28%
127,250
+9,368
56
$2.95M 0.27%
16,085
-2,191
57
$2.94M 0.27%
12,943
+1,498
58
$2.91M 0.27%
24,352
+1,394
59
$2.79M 0.26%
37,972
+1,985
60
$2.76M 0.26%
45,553
+26,523
61
$2.69M 0.25%
36,509
+1,016
62
$2.58M 0.24%
55,392
+24,399
63
$2.58M 0.24%
16,438
-377
64
$2.55M 0.24%
69,730
+7,532
65
$2.51M 0.23%
28,162
-854
66
$2.49M 0.23%
28,730
-18,856
67
$2.45M 0.23%
62,716
-12,509
68
$2.31M 0.22%
18,769
-975
69
$2.27M 0.21%
32,120
+3,520
70
$2.24M 0.21%
72,334
+12,638
71
$2.22M 0.21%
101,912
-3,100
72
$2.21M 0.21%
103,412
-3,219
73
$2.19M 0.2%
26,320
-5,356
74
$2.19M 0.2%
11,355
-30
75
$2.13M 0.2%
100,005
-6,038
1 2
3
4 5