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
101
$1.3M 0.14%
35,557
+784
102
$1.29M 0.14%
15,961
-241
103
$1.24M 0.14%
35,090
+13,025
104
$1.23M 0.14%
11,040
+141
105
$1.22M 0.13%
26,557
+20
106
$1.22M 0.13%
72,468
-15,190
107
$1.21M 0.13%
94,728
-7,500
108
$1.21M 0.13%
19,684
+8,612
109
$1.21M 0.13%
11,918
+355
110
$1.19M 0.13%
8,540
+1,443
111
$1.18M 0.13%
62,172
-19,524
112
$1.14M 0.13%
16,448
+771
113
$1.09M 0.12%
13,028
+2,583
114
$1.09M 0.12%
18,133
+2,440
115
$1.09M 0.12%
9,572
+7,328
116
$1.05M 0.12%
8,444
-573
117
$1.04M 0.11%
11,716
+3,057
118
$1.03M 0.11%
20,601
-400
119
$1.03M 0.11%
6,061
+862
120
$1.01M 0.11%
4,787
+1,753
121
$997K 0.11%
+48,505
122
$973K 0.11%
13,191
123
$957K 0.11%
41,000
124
$952K 0.1%
12,243
-300
125
$942K 0.1%
17,568
+1,168
3 4
5
6 7