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
151
-3,570
152
-6,373