EWA
EP Wealth Advisors Portfolio holdings
AUM
$15.2B
1-Year Return
15.53%
This Quarter Return
+5.85%
1 Year Return
+15.53%
3 Year Return
+59.16%
5 Year Return
+100.04%
10 Year Return
+226.62%
AUM
$430M
AUM Growth
+$64.7M
(+18%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
10.7%
Top 10 Holdings %
Top 10 Hldgs %
38.46%
Holding
121
New
7
Increased
50
Reduced
28
Closed
10
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$30.5M |
| 2 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$7.28M |
| 3 |
Wynn Resorts
WYNN
|
$6.38M |
| 4 |
Allstate
ALL
|
$6.34M |
| 5 |
Kinder Morgan
KMI
|
$5.69M |
Top Sells
| 1 |
Diageo
DEO
|
$5.92M |
| 2 |
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
|
$5.43M |
| 3 |
Procter & Gamble
PG
|
$4.99M |
| 4 |
EMC
EMC CORPORATION
EMC
|
$4.64M |
| 5 |
Chevron
CVX
|
$463K |
Sector Composition
| 1 | Financials | 15.76% |
| 2 | Technology | 15% |
| 3 | Healthcare | 13.08% |
| 4 | Energy | 10.26% |
| 5 | Industrials | 9.76% |
