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
201
$444K 0.05%
+12,350
202
$444K 0.05%
7,336
+2,956
203
$439K 0.05%
+10,816
204
$437K 0.05%
8,564
+3,240
205
$434K 0.05%
5,188
206
$432K 0.05%
6,372
-87
207
$431K 0.05%
32,595
+6,687
208
$426K 0.05%
4,553
+1,705
209
$424K 0.05%
+6,836
210
$418K 0.05%
3,060
+1,078
211
$414K 0.05%
2,314
+407
212
$409K 0.04%
8,500
+95
213
$404K 0.04%
1,075
214
$402K 0.04%
19,577
-6,510
215
$402K 0.04%
6,739
+1,621
216
$399K 0.04%
1,881
-21
217
$399K 0.04%
20,682
-7,230
218
$396K 0.04%
5,550
+526
219
$382K 0.04%
3,297
-582
220
$376K 0.04%
3,024
-300
221
$375K 0.04%
11,160
222
$374K 0.04%
6,789
+692
223
$370K 0.04%
+2,436
224
$369K 0.04%
3,663
+1,040
225
$367K 0.04%
5,841
-783
7 8
9
10 11