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
76
$1.85M 0.2%
5,716
+246
77
$1.83M 0.2%
85,354
+3,221
78
$1.81M 0.2%
9,176
-303
79
$1.79M 0.2%
40,332
-4,457
80
$1.75M 0.19%
81,592
+4,906
81
$1.73M 0.19%
13,461
+1,082
82
$1.7M 0.19%
9,306
+1,156
83
$1.69M 0.19%
47,911
+3,676
84
$1.67M 0.18%
11,178
-250
85
$1.63M 0.18%
8,024
+121
86
$1.6M 0.18%
5,411
+1,149
87
$1.58M 0.17%
73,222
-700
88
$1.57M 0.17%
32,751
+3,843
89
$1.56M 0.17%
10,824
-1,536
90
$1.49M 0.16%
22,280
+4,840
91
$1.46M 0.16%
6,670
+1,644
92
$1.45M 0.16%
50,180
-1,604
93
$1.44M 0.16%
48,375
-2,467
94
$1.44M 0.16%
6,343
-377
95
$1.42M 0.16%
48,133
+15,217
96
$1.4M 0.15%
27,516
-1,281
97
$1.39M 0.15%
13,615
-73
98
$1.36M 0.15%
7,614
-71
99
$1.31M 0.14%
28,359
+60
100
$1.3M 0.14%
5,405
-67
2 3
4
5 6