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
$8.56B
AUM Growth
+$715M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$32M
3
+$18.7M
4
ROK icon
Rockwell Automation
ROK
+$17.8M
5
UNH icon
UnitedHealth
UNH
+$17.4M

Top Sells

1
+$25.2M
2
+$24M
3
+$21.8M
4
BLK icon
Blackrock
BLK
+$18.2M
5
DIS icon
Walt Disney
DIS
+$16.8M

Sector Composition

1 Technology 11.97%
2 Financials 5.88%
3 Healthcare 5.86%
4 Consumer Discretionary 4.54%
5 Communication Services 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.89M 0.03%
149,757
-294
227
$2.88M 0.03%
793
+17
228
$2.84M 0.03%
63,583
+4,068
229
$2.77M 0.03%
21,108
-290
230
$2.75M 0.03%
376,722
-300
231
$2.71M 0.03%
20,345
+4,996
232
$2.57M 0.03%
47,377
-402,318
233
$2.56M 0.03%
12,478
+39
234
$2.54M 0.03%
4
235
$2.51M 0.03%
32,621
+12,267
236
$2.45M 0.03%
71,745
+20,890
237
$2.39M 0.03%
24,678
+2,740
238
$2.36M 0.03%
95,692
-10,144
239
$2.28M 0.03%
90,260
-9,130
240
$2.27M 0.03%
31,038
-2,014
241
$2.25M 0.03%
36,794
+27
242
$2.23M 0.03%
14,406
-3,844
243
$2.22M 0.03%
16,842
-445
244
$2.2M 0.03%
184,241
-11,296
245
$2.19M 0.03%
23,845
-4,397
246
$2.19M 0.03%
36,817
-4,805
247
$2.17M 0.03%
9,616
+382
248
$2.17M 0.03%
21,367
-4,741
249
$2.16M 0.03%
32,801
-1,365
250
$2.15M 0.03%
35,732
+1,845
8 9
10
11 12