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
$532M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$10.1M
4
HOLX icon
Hologic
HOLX
+$7.76M
5
M icon
Macy's
M
+$6.54M

Top Sells

1
+$30.4M
2
+$19.4M
3
+$12.5M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$11.7M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.73M

Sector Composition

1 Financials 12.83%
2 Technology 12.1%
3 Healthcare 11.41%
4 Industrials 8.57%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$863K 0.16%
9,527
-14,170
52
$833K 0.16%
6,722
53
$823K 0.15%
9,676
+807
54
$808K 0.15%
16,155
+2,795
55
$769K 0.14%
11,094
-12,868
56
$757K 0.14%
15,450
-9,538
57
$720K 0.14%
7,275
58
$675K 0.13%
16,647
-1,084
59
$673K 0.13%
22,130
+3,205
60
$672K 0.13%
+5,920
61
$649K 0.12%
19,677
-2,833
62
$647K 0.12%
5,441
-264
63
$639K 0.12%
7,775
-410
64
$621K 0.12%
5,105
-39,636
65
$591K 0.11%
23,950
-2,858
66
$574K 0.11%
3,977
-15
67
$560K 0.11%
10,233
68
$538K 0.1%
8,635
-433
69
$531K 0.1%
21,810
-161,575
70
$525K 0.1%
28,200
71
$506K 0.1%
12,450
+1,882
72
$498K 0.09%
5,680
-990
73
$489K 0.09%
9,016
-561,059
74
$474K 0.09%
4,421
+1,221
75
$470K 0.09%
4,137
+184
1 2
3
4 5