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
$2.02B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$53.2M
3
+$26.5M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
ALL icon
Allstate
ALL
+$20.9M

Top Sells

1
+$13.4M
2
+$3.33M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
SSD icon
Simpson Manufacturing
SSD
+$1.11M

Sector Composition

1 Technology 8.08%
2 Financials 7.27%
3 Industrials 5.59%
4 Communication Services 5.47%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$475K 0.02%
+6,530
227
$474K 0.02%
+9,416
228
$468K 0.02%
4,325
-888
229
$468K 0.02%
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+43
230
$466K 0.02%
2,541
-12
231
$445K 0.02%
+7,093
232
$439K 0.02%
14,315
-780
233
$432K 0.02%
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234
$426K 0.02%
3,574
-245
235
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236
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237
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3,264
238
$415K 0.02%
7,502
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239
$404K 0.02%
6,614
-442
240
$404K 0.02%
10,756
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241
$402K 0.02%
15,053
+7,048
242
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243
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8,112
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244
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1,898
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245
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3,052
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246
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247
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4,088
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248
$379K 0.02%
+1,709
249
$378K 0.02%
7,477
-6
250
$369K 0.02%
2,958
-182
8 9
10
11 12