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
126
$155K 0.02%
11,684
+177
127
$149K 0.02%
+12,000
128
$67K 0.01%
+1,970
129
$13K ﹤0.01%
2,267
-4,383
130
– –
-3,520
131
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-650
132
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-121,493
133
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-4,675
134
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-8,040
135
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-13,403
136
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-4,158
137
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-2,620
138
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-9,616
139
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-145,904
140
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-118,769
141
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-14,475
142
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-14,795
143
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-3,416
144
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-35,475
145
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-2,030
146
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-4,190
147
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-4,517
148
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-194,943
149
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-7,828
150
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-210,109
3 4 5
6
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