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
$595M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.36M
3
+$6.71M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.09M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.06M

Top Sells

1
+$16.5M
2
+$6.7M
3
+$5.28M
4
PX
Praxair Inc
PX
+$5.16M
5
PNC icon
PNC Financial Services
PNC
+$3.78M

Sector Composition

1 Financials 12.76%
2 Healthcare 10.39%
3 Technology 9.34%
4 Industrials 7.77%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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