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
76
$2.09M 0.2%
115,462
-93,696
77
$2.08M 0.19%
95,773
-3,791
78
$2.06M 0.19%
21,142
+4,124
79
$1.97M 0.18%
89,201
-4,307
80
$1.96M 0.18%
11,002
+3,280
81
$1.95M 0.18%
21,310
+5,761
82
$1.94M 0.18%
10,535
+403
83
$1.94M 0.18%
34,782
+5,304
84
$1.92M 0.18%
79,117
-12,041
85
$1.89M 0.18%
62,998
-4,340
86
$1.85M 0.17%
26,160
+2,420
87
$1.82M 0.17%
85,835
+9,149
88
$1.81M 0.17%
64,708
+23,368
89
$1.75M 0.16%
32,707
-2,581
90
$1.74M 0.16%
31,567
+5,172
91
$1.69M 0.16%
7,875
+1,896
92
$1.67M 0.16%
46,344
+4,646
93
$1.64M 0.15%
44,605
-6,079
94
$1.64M 0.15%
73,627
-2,589
95
$1.64M 0.15%
8,094
-786
96
$1.63M 0.15%
12,345
97
$1.62M 0.15%
2,972
-1,274
98
$1.58M 0.15%
5,094
-1,228
99
$1.58M 0.15%
21,112
+642
100
$1.56M 0.15%
13,497
-486
2 3
4
5 6