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
$430M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$7.28M
3
+$6.38M
4
ALL icon
Allstate
ALL
+$6.34M
5
KMI icon
Kinder Morgan
KMI
+$5.69M

Top Sells

1
+$5.92M
2
+$5.43M
3
+$4.99M
4
EMC
EMC CORPORATION
EMC
+$4.64M
5
CVX icon
Chevron
CVX
+$463K

Sector Composition

1 Financials 15.76%
2 Technology 15%
3 Healthcare 13.08%
4 Energy 10.26%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.08%
6,650
77
$340K 0.08%
2,030
78
$334K 0.08%
2,796
79
$329K 0.08%
4,275
80
$323K 0.08%
6,800
81
$316K 0.07%
12,700
+3,400
82
$305K 0.07%
2,790
-1,510
83
$304K 0.07%
5,517
+365
84
$302K 0.07%
2,971
-328
85
$294K 0.07%
11,504
+4
86
$289K 0.07%
7,677
+69
87
$288K 0.07%
7,109
88
$286K 0.07%
6,200
89
$278K 0.06%
3,015
90
$277K 0.06%
2,950
+240
91
$276K 0.06%
11,108
+433
92
$275K 0.06%
3,043
93
$275K 0.06%
25,000
94
$274K 0.06%
+3,927
95
$273K 0.06%
3,753
96
$271K 0.06%
3,000
-1,975
97
$271K 0.06%
6,050
-2,834
98
$267K 0.06%
15,100
99
$262K 0.06%
+11,600
100
$261K 0.06%
9,850
1 2 3
4
5