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
51
$2.7M 0.3%
38,013
+2,216
52
$2.7M 0.3%
31,118
+3,819
53
$2.53M 0.28%
13,005
-675
54
$2.5M 0.27%
87,183
+6,163
55
$2.49M 0.27%
54,397
+5,748
56
$2.42M 0.27%
30,001
-5,103
57
$2.41M 0.26%
20,667
-859
58
$2.35M 0.26%
399,960
-215,680
59
$2.35M 0.26%
76,076
+1,271
60
$2.31M 0.25%
108,501
+5,387
61
$2.29M 0.25%
32,876
+1,430
62
$2.28M 0.25%
16,765
+401
63
$2.27M 0.25%
105,654
+7,409
64
$2.25M 0.25%
105,892
+4,212
65
$2.21M 0.24%
6,364
-2,724
66
$2.19M 0.24%
4,354
+8
67
$2.16M 0.24%
101,391
+5,107
68
$2.1M 0.23%
32,728
-3,136
69
$2.06M 0.23%
55,553
+17,481
70
$2.04M 0.22%
12,345
71
$2.02M 0.22%
16,171
+1,360
72
$1.95M 0.21%
9,507
-1,348
73
$1.94M 0.21%
31,126
+1,434
74
$1.91M 0.21%
67,310
-15,038
75
$1.91M 0.21%
28,500
+4,620
1 2
3
4 5