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
51
$1.26M 0.2%
8,730
+315
52
$1.24M 0.2%
12,164
-47
53
$1.05M 0.17%
8,502
54
$1.05M 0.17%
15,186
+8
55
$861K 0.14%
8,576
-1,400
56
$851K 0.14%
16,635
-6,495
57
$840K 0.13%
9,920
+278
58
$782K 0.12%
17,252
-895
59
$778K 0.12%
6,336
+929
60
$774K 0.12%
7,041
+150
61
$771K 0.12%
21,540
-14,680
62
$722K 0.12%
45,502
+3,683
63
$709K 0.11%
10,233
64
$706K 0.11%
19,957
+5,372
65
$678K 0.11%
25,230
-20,810
66
$670K 0.11%
10,483
-1,000
67
$670K 0.11%
47,282
+2,350
68
$665K 0.11%
22,250
+3,500
69
$664K 0.11%
8,263
-6,112
70
$615K 0.1%
5,718
-1,569
71
$598K 0.1%
2,691
+405
72
$593K 0.09%
54,032
73
$573K 0.09%
14,197
-695
74
$568K 0.09%
5,309
+2,748
75
$564K 0.09%
16,889
-801
1 2
3
4 5