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
201
$530K 0.05%
5,992
-1,545
202
$529K 0.05%
9,317
+3,563
203
$526K 0.05%
13,403
-921
204
$521K 0.05%
25,117
+341
205
$519K 0.05%
30,072
-4,830
206
$507K 0.05%
1,896
+382
207
$499K 0.05%
4,040
+742
208
$497K 0.05%
7,973
+2,696
209
$496K 0.05%
11,809
+1,259
210
$495K 0.05%
21,116
-2,362
211
$492K 0.05%
5,074
+1,228
212
$492K 0.05%
22,735
+10,250
213
$490K 0.05%
+8,300
214
$481K 0.04%
9,994
-9,480
215
$479K 0.04%
2,836
-134
216
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20,350
-1,793
217
$472K 0.04%
400
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218
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+7,250
219
$468K 0.04%
+8,439
220
$467K 0.04%
7,346
+1,822
221
$464K 0.04%
20,371
+1,383
222
$458K 0.04%
7,779
+2,419
223
$448K 0.04%
14,409
-2,788
224
$446K 0.04%
996
+36
225
$446K 0.04%
+920
7 8
9
10 11