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
101
$1.53M 0.14%
71,152
+640
102
$1.52M 0.14%
6,051
-212
103
$1.49M 0.14%
33,334
-2,915
104
$1.44M 0.13%
62,942
+2,340
105
$1.43M 0.13%
9,612
+1,249
106
$1.42M 0.13%
80,402
+27,908
107
$1.38M 0.13%
6,478
-1,509
108
$1.38M 0.13%
35,326
+7,405
109
$1.36M 0.13%
13,905
+2,176
110
$1.34M 0.13%
+104,118
111
$1.28M 0.12%
25,056
112
$1.26M 0.12%
5,336
-143
113
$1.26M 0.12%
6,335
-2,506
114
$1.26M 0.12%
13,696
+1,690
115
$1.25M 0.12%
49,884
+12,629
116
$1.24M 0.12%
12,106
-550
117
$1.17M 0.11%
11,940
-923
118
$1.15M 0.11%
6,696
-159
119
$1.11M 0.1%
46,409
+17,386
120
$1.1M 0.1%
90,138
-9,792
121
$1.09M 0.1%
+968
122
$1.09M 0.1%
34,019
+13,953
123
$1.08M 0.1%
17,353
+1,416
124
$1.07M 0.1%
42,754
+7,648
125
$1.02M 0.1%
9,157
-1,645
3 4
5
6 7