EWM

Empirical Wealth Management Portfolio holdings

AUM $4.42B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
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
1
$130M 14.32%
1,608,083
+93,485
2
$79.3M 8.71%
868,225
+25,735
3
$79M 8.68%
1,602,206
+117,806
4
$35.1M 3.86%
652,955
+28,816
5
$34.1M 3.75%
1,266,857
+110,935
6
$30.5M 3.35%
501,814
+359,897
7
$23.4M 2.57%
251,976
+12,590
8
$20.1M 2.2%
273,264
+54,280
9
$15.8M 1.74%
100,253
+3,537
10
$13.8M 1.52%
468,624
+4,458
11
$13.6M 1.5%
42,275
+2,897
12
$12.8M 1.4%
150,764
-239,711
13
$12.2M 1.34%
606,535
+84,253
14
$11.2M 1.23%
874,722
-44,508
15
$9.85M 1.08%
66,596
-4,548
16
$9.4M 1.03%
101,780
-14,040
17
$8.82M 0.97%
87,335
+13,270
18
$8.55M 0.94%
174,167
-10,550
19
$7.77M 0.85%
64,861
+4,087
20
$7.72M 0.85%
222,782
-4,322
21
$6.8M 0.75%
210,560
+19,569
22
$6.43M 0.71%
39,299
+2,706
23
$6.38M 0.7%
127,740
+25,110
24
$6.33M 0.7%
55,537
-6,792
25
$6.3M 0.69%
63,341
-1,027
1
2 3 4 5