EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.28M
3
+$4.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.59M
5
AMZN icon
Amazon
AMZN
+$4.22M

Top Sells

1
+$12M
2
+$6.88M
3
+$3.53M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$3.36M
5
DHR icon
Danaher
DHR
+$2.39M

Sector Composition

1 Technology 9.93%
2 Consumer Discretionary 3.05%
3 Communication Services 2.67%
4 Healthcare 2.62%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$669K 0.05%
5,264
-31,560
202
$663K 0.05%
11,191
+1,655
203
$660K 0.05%
8,300
204
$658K 0.05%
6,653
+1,425
205
$656K 0.05%
7,562
-443
206
$648K 0.05%
13,913
+3,902
207
$647K 0.05%
5,705
+1,452
208
$641K 0.05%
4,479
-211
209
$640K 0.05%
12,210
-2,965
210
$639K 0.05%
21,738
+3,134
211
$637K 0.05%
10,612
+5,152
212
$636K 0.05%
9,544
-2,902
213
$635K 0.05%
9,195
+3,030
214
$630K 0.05%
5,438
+270
215
$627K 0.05%
8,768
-483
216
$621K 0.05%
5,164
-7,808
217
$620K 0.05%
10,172
+2,014
218
$619K 0.05%
5,172
+1,046
219
$605K 0.05%
11,032
+925
220
$604K 0.05%
9,770
221
$603K 0.05%
3,986
+546
222
$599K 0.05%
3,647
+687
223
$595K 0.05%
6,471
+1,102
224
$590K 0.05%
2,352
-4,153
225
$588K 0.04%
23,167
+1,044
7 8
9
10 11