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
$3.15B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$24.8M
3
+$23.1M
4
GM icon
General Motors
GM
+$20.6M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

1
+$289M
2
+$12.7M
3
+$8.99M
4
SYK icon
Stryker
SYK
+$6.03M
5
UPS icon
United Parcel Service
UPS
+$5.68M

Sector Composition

1 Technology 12.47%
2 Financials 7.59%
3 Healthcare 7.29%
4 Consumer Discretionary 5.89%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.03%
41,761
-265
227
$984K 0.03%
9,772
+3,322
228
$955K 0.03%
4,117
+421
229
$955K 0.03%
1,405
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230
$953K 0.03%
20,655
+610
231
$943K 0.03%
17,153
+11,927
232
$937K 0.03%
19,088
+131
233
$934K 0.03%
14,329
-162
234
$927K 0.03%
24,136
+6,415
235
$921K 0.03%
15,000
236
$914K 0.03%
13,380
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237
$913K 0.03%
7,506
-45
238
$905K 0.03%
18,264
+82
239
$903K 0.03%
26,235
+9,065
240
$902K 0.03%
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241
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242
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243
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244
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4,153
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245
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3,929
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246
$865K 0.03%
64,505
+2,593
247
$857K 0.03%
5,789
+103
248
$856K 0.03%
6,060
-675
249
$848K 0.03%
16,194
-1,443
250
$845K 0.03%
4,172
-1,206
8 9
10
11 12