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

Top Buys

1
+$9.7M
2
+$7.07M
3
+$6.79M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.22M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.22M

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
+$3.68M

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
151
– –
-3,020
152
– –
-46,605
153
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-100,750
154
– –
-23,775
155
– –
-24,175
156
– –
-50,692
157
– –
-3,550
158
– –
-3,655
159
– –
-525,240
160
– –
-9,340
161
– –
-51,423
162
– –
-15,045
163
– –
-6,543
164
– –
-3,609
165
– –
-80,539
3 4 5 6
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