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
76
$542K 0.09%
34,996
+2,150
77
$533K 0.08%
4,103
-2,224
78
$527K 0.08%
11,081
79
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14,483
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80
$500K 0.08%
2,796
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81
$486K 0.08%
5,074
82
$475K 0.08%
57,276
-8,310
83
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13,911
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84
$454K 0.07%
3,336
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85
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2
86
$422K 0.07%
9,276
87
$421K 0.07%
20,992
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88
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89
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90
$386K 0.06%
1,556
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91
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92
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6,170
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93
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6,276
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94
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95
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12,125
-5,995
96
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12,104
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97
$341K 0.05%
2,884
98
$324K 0.05%
7,017
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99
$292K 0.05%
12,700
-2,160
100
$283K 0.05%
10,040
+10
2 3
4
5 6