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
101
$284K 0.05%
2,774
102
$279K 0.05%
3,214
-72
103
$278K 0.05%
5,880
-7,072
104
$278K 0.05%
3,000
-50
105
$277K 0.05%
10,050
-182
106
$276K 0.05%
15,100
107
$274K 0.05%
6,800
108
$267K 0.05%
2,440
+375
109
$263K 0.05%
1,296
-22
110
$263K 0.05%
3,270
-155,613
111
$246K 0.05%
+3,820
112
$246K 0.05%
1,641
-259
113
$245K 0.05%
25,000
114
$240K 0.05%
+3,227
115
$237K 0.04%
1,690
-245
116
$234K 0.04%
4,400
-17,990
117
$224K 0.04%
3,970
118
$217K 0.04%
3,700
119
$187K 0.04%
12,178
-1,171
120
$173K 0.03%
6,650
121
$163K 0.03%
10,693
122
$153K 0.03%
546
123
$149K 0.03%
+6,500
124
$124K 0.02%
1,022
+505
125
$110K 0.02%
+5,000
2 3 4
5
6