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
126
$939K 0.1%
10,805
+728
127
$918K 0.1%
18,398
+4,034
128
$913K 0.1%
9,066
-3
129
$910K 0.1%
19,021
+2,101
130
$894K 0.1%
7,398
+2,389
131
$888K 0.1%
14,540
+255
132
$884K 0.1%
+12,866
133
$871K 0.1%
6,374
+1,736
134
$862K 0.09%
15,324
+1,989
135
$853K 0.09%
7,591
-598
136
$840K 0.09%
6,678
-2,069
137
$833K 0.09%
+10,874
138
$795K 0.09%
6,940
+613
139
$792K 0.09%
5,369
+474
140
$775K 0.09%
3,526
+253
141
$770K 0.08%
14,320
+7,865
142
$754K 0.08%
+35,290
143
$733K 0.08%
15,419
+78
144
$728K 0.08%
11,199
-608
145
$721K 0.08%
25,860
-465
146
$717K 0.08%
3,413
+1,143
147
$708K 0.08%
12,796
+1,718
148
$694K 0.08%
10,642
+2,397
149
$684K 0.08%
+22,985
150
$679K 0.07%
6,812
-354
4 5
6
7 8