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
151
$670K 0.07%
17,551
+45
152
$662K 0.07%
26,823
-75
153
$657K 0.07%
25,128
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154
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12,362
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155
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156
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+7,383
157
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27,209
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158
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159
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55,352
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160
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26,319
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162
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163
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6,650
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164
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11,639
+4,238
165
$612K 0.07%
30,519
166
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167
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171
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20,143
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172
$583K 0.06%
22,875
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173
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9,138
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174
$578K 0.06%
9,970
175
$563K 0.06%
9,198
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