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
101
$280K 0.04%
5,097
-1,919
102
$277K 0.04%
3,225
103
$273K 0.04%
20,134
-55,084
104
$266K 0.04%
5,890
+2
105
$256K 0.04%
5,036
106
$256K 0.04%
+1,864
107
$248K 0.04%
4,636
+650
108
$245K 0.04%
2,941
-2,589
109
$244K 0.04%
2,863
-2,655
110
$243K 0.04%
3,067
-123,330
111
$243K 0.04%
5,614
+734
112
$241K 0.04%
+3,272
113
$239K 0.04%
16,890
-34,875
114
$234K 0.04%
1,894
115
$224K 0.04%
3,015
-1,675
116
$224K 0.04%
+8,786
117
$222K 0.04%
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118
$222K 0.04%
14,895
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119
$221K 0.04%
9,706
120
$215K 0.03%
+2,832
121
$215K 0.03%
1,909
+2
122
$213K 0.03%
12,619
-5,000
123
$211K 0.03%
+7,075
124
$192K 0.03%
7,525
+1,025
125
$191K 0.03%
2,392
3 4
5
6 7