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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$10.7M
2
+$10.5M
3
+$9.81M
4
HOLX
Hologic
HOLX
+$7.21M
5
M icon
Macy's
M
+$6.49M

Top Sells

1
+$30.2M
2
+$19.3M
3
+$12.6M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$11.7M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.64M

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
126
$85.3K 0.02%
+12,437
127
$81.4K 0.02%
+4,481
128
$30.4K 0.01%
650
129
$13.7K ﹤0.01%
1,250
130
$7.71K ﹤0.01%
11,000
131
– –
-185,665
132
– –
-6,891
133
– –
-67,327
134
– –
-70,679
135
– –
-7,580
136
– –
-5,290
137
– –
-17,239
138
– –
-2,241
139
– –
-7,580
140
– –
-125,405
141
– –
-3,690
142
– –
-86,832
143
– –
-12,940
144
– –
-11,880
145
– –
-111,346
146
– –
-2,555
147
– –
-113,909
148
– –
-3,748
149
– –
-132,485
150
– –
-134,175
2 3 4 5
6