EWA
EP Wealth Advisors Portfolio holdings
AUM
$15.2B
1-Year Return
15.53%
This Quarter Return
+2.44%
1 Year Return
+15.53%
3 Year Return
+59.16%
5 Year Return
+100.04%
10 Year Return
+226.62%
AUM
$628M
AUM Growth
-$24.6M
(-3.8%)
Cap. Flow
-$36.7M
Cap. Flow
% of AUM
-5.86%
Top 10 Holdings %
Top 10 Hldgs %
51.92%
Holding
152
New
15
Increased
39
Reduced
62
Closed
23
Top Buys
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$8.84M |
| 2 |
Broadcom
AVGO
|
$8.63M |
| 3 |
Whirlpool
WHR
|
$8.39M |
| 4 |
Amgen
AMGN
|
$6.69M |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
$5.91M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$15.4M |
| 2 |
PNC Financial Services
PNC
|
$10M |
| 3 |
Schlumberger
SLB
|
$9.77M |
| 4 |
Alibaba
BABA
|
$9.6M |
| 5 |
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% |