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
$905M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.58M
3
+$5.81M
4
AMD icon
Advanced Micro Devices
AMD
+$4.59M
5
AAPL icon
Apple
AAPL
+$3.98M

Top Sells

1
+$20.3M
2
+$2.59M
3
+$2.23M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$2.14M
5
LVS icon
Las Vegas Sands
LVS
+$1.31M

Sector Composition

1 Technology 7.61%
2 Financials 2.65%
3 Consumer Discretionary 2.24%
4 Healthcare 2.22%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$364K 0.04%
15,102
227
$364K 0.04%
12,440
+2,120
228
$362K 0.04%
4,252
-1,440
229
$358K 0.04%
4,752
+1,649
230
$351K 0.04%
+4,001
231
$349K 0.04%
+3,229
232
$347K 0.04%
2,706
-352
233
$345K 0.04%
5,000
-19,000
234
$344K 0.04%
2,677
+679
235
$341K 0.04%
+11,296
236
$340K 0.04%
+13,405
237
$339K 0.04%
1,300
238
$338K 0.04%
+2,203
239
$329K 0.04%
1,535
+35
240
$329K 0.04%
+3,233
241
$328K 0.04%
23,373
+315
242
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243
$322K 0.04%
15,992
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244
$322K 0.04%
7,175
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245
$321K 0.04%
6,002
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246
$316K 0.03%
1,059
-182
247
$313K 0.03%
1,064
-140
248
$309K 0.03%
1,750
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249
$309K 0.03%
5,989
-552
250
$309K 0.03%
+2,463
8 9
10
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