EWA

EP Wealth Advisors Portfolio holdings

AUM $15.2B
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.63M
3
+$8.39M
4
AMGN icon
Amgen
AMGN
+$6.69M
5
SE
Spectra Energy Corp Wi
SE
+$5.91M

Top Sells

1
+$15.4M
2
+$10M
3
+$9.77M
4
BABA icon
Alibaba
BABA
+$9.6M
5
NVS icon
Novartis
NVS
+$9.47M

Sector Composition

1 Technology 8.81%
2 Healthcare 8.81%
3 Financials 8.39%
4 Industrials 7.02%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.39M 1.34%
+50,332
27
$7.94M 1.27%
148,202
-17,013
28
$7.68M 1.22%
98,949
-15,301
29
$7.27M 1.16%
130,166
-14,554
30
$6.86M 1.09%
102,754
-9,520
31
$6.78M 1.08%
249,643
-28,262
32
$6.66M 1.06%
61,866
+11,772
33
$6.33M 1.01%
182,838
-16,730
34
$6.17M 0.98%
191,916
-11,942
35
$6.13M 0.98%
132,336
-15,783
36
$5.91M 0.94%
+161,440
37
$5.67M 0.9%
+156,281
38
$5.63M 0.9%
+130,233
39
$5.31M 0.85%
209,740
-16,926
40
$5.09M 0.81%
+103,747
41
$3.89M 0.62%
18,553
+480
42
$3.16M 0.5%
30,153
+981
43
$2.71M 0.43%
83,036
+7,932
44
$2.42M 0.39%
21,455
-2,600
45
$2.29M 0.37%
48,457
+17,684
46
$2.28M 0.36%
39,943
-212
47
$1.49M 0.24%
7,062
-128
48
$1.48M 0.24%
9,819
+220
49
$1.41M 0.22%
9,720
-614
50
$1.39M 0.22%
24,889
-30,238
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2
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