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
276
$261K 0.03%
17,500
277
$258K 0.03%
3,458
+708
278
$255K 0.03%
4,759
+541
279
$254K 0.03%
5,446
+346
280
$253K 0.03%
1,333
281
$253K 0.03%
+9,905
282
$249K 0.03%
15,680
-6,798
283
$243K 0.03%
+1,643
284
$240K 0.03%
+9,663
285
$240K 0.03%
2,964
+415
286
$238K 0.03%
732
+9
287
$237K 0.03%
7,132
-3,883
288
$235K 0.03%
+2,945
289
$231K 0.03%
1,884
-48
290
$231K 0.03%
+3,952
291
$225K 0.02%
+5,256
292
$225K 0.02%
3,461
-1,694
293
$223K 0.02%
+1,161
294
$223K 0.02%
200
295
$222K 0.02%
+2,097
296
$219K 0.02%
+4,348
297
$216K 0.02%
+1,215
298
$215K 0.02%
+8,753
299
$214K 0.02%
+180
300
$214K 0.02%
1,459
-775
10 11
12
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