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
26
$6.11M 0.67%
50,984
+6,919
27
$6.04M 0.66%
131,650
+100,150
28
$5.52M 0.61%
29,391
+1,519
29
$5.39M 0.59%
16,533
+616
30
$5.12M 0.56%
127,266
+15,449
31
$5.1M 0.56%
45,879
+5,104
32
$5.01M 0.55%
187,452
-8,214
33
$4.77M 0.52%
50,917
+1,115
34
$4.74M 0.52%
178,728
+3,199
35
$4.7M 0.52%
79,585
+4,351
36
$4.37M 0.48%
159,622
-5,017
37
$4.33M 0.48%
72,332
-37,186
38
$4.06M 0.45%
13,824
-417
39
$3.63M 0.4%
75,733
-1,815
40
$3.6M 0.4%
109,363
-7,550
41
$3.58M 0.39%
29,716
+2,799
42
$3.53M 0.39%
80,144
+5,519
43
$3.35M 0.37%
24,432
+4,841
44
$3.05M 0.34%
51,451
-43,646
45
$3M 0.33%
18,093
+2,379
46
$3M 0.33%
34,068
+3,681
47
$2.96M 0.32%
20,261
+3,562
48
$2.92M 0.32%
96,247
-1,869
49
$2.85M 0.31%
88,220
+33,340
50
$2.82M 0.31%
13,261
+1,113
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