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
76
$444K 0.08%
2,030
77
$435K 0.08%
2
78
$410K 0.08%
+1,376
79
$399K 0.08%
6,473
-99,318
80
$395K 0.07%
4,936
-2,732
81
$388K 0.07%
+7,350
82
$386K 0.07%
2,396
83
$384K 0.07%
4,605
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84
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12,274
-156
85
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5,138
86
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3,190
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87
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4,913
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88
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13,852
-14,340
89
$354K 0.07%
3,160
-77,835
90
$354K 0.07%
4,503
-200
91
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92
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93
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94
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95
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9,278
-1,360
96
$334K 0.06%
3,059
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97
$314K 0.06%
11,030
+6
98
$310K 0.06%
2,810
-2,135
99
$307K 0.06%
3,940
-1,835
100
$299K 0.06%
36,210
-11,700
2 3
4
5 6