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
301
$214K 0.02%
3,571
-50
302
$213K 0.02%
+5,070
303
$212K 0.02%
+2,778
304
$210K 0.02%
+7,260
305
$209K 0.02%
+1,830
306
$206K 0.02%
+2,416
307
$206K 0.02%
6,696
-1,905
308
$205K 0.02%
+1,826
309
$205K 0.02%
+4,228
310
$202K 0.02%
+860
311
$200K 0.02%
+3,177
312
$198K 0.02%
11,880
-25,248
313
$161K 0.02%
31,580
-52,987
314
$161K 0.02%
13,852
315
$152K 0.02%
+29,245
316
$105K 0.01%
+11,338
317
$37K ﹤0.01%
18,520
318
$35K ﹤0.01%
20,808
319
$32K ﹤0.01%
+600
320
$29K ﹤0.01%
20,000
321
$26K ﹤0.01%
11,305
322
$14K ﹤0.01%
+16,500
323
$9K ﹤0.01%
56
+4
324
$6K ﹤0.01%
+10,526
325
– –
-7,522
10 11 12
13
14