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
251
$306K 0.03%
1,544
252
$303K 0.03%
+2,779
253
$303K 0.03%
2,867
+1,002
254
$303K 0.03%
7,350
+155
255
$299K 0.03%
+5,071
256
$296K 0.03%
518
-18
257
$296K 0.03%
3,127
-891
258
$295K 0.03%
5,467
+767
259
$292K 0.03%
1,369
+523
260
$290K 0.03%
+12,203
261
$288K 0.03%
+6,610
262
$287K 0.03%
2,667
-190
263
$285K 0.03%
+10,946
264
$285K 0.03%
+2,340
265
$285K 0.03%
1,599
+68
266
$282K 0.03%
+3,089
267
$280K 0.03%
4,260
268
$279K 0.03%
+3,581
269
$277K 0.03%
+5,446
270
$276K 0.03%
+8,603
271
$269K 0.03%
+2,839
272
$269K 0.03%
3,559
-1,168
273
$265K 0.03%
14,130
+265
274
$264K 0.03%
960
275
$263K 0.03%
+1,495
9 10
11
12 13