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
251
$368K 0.02%
+4,171
252
$368K 0.02%
3,350
-951
253
$365K 0.02%
13,640
-2,500
254
$360K 0.02%
6,184
+88
255
$359K 0.02%
2,210
+306
256
$358K 0.02%
1,017
257
$351K 0.02%
6,690
-1,263
258
$344K 0.02%
2,734
-664
259
$343K 0.02%
4,224
+660
260
$341K 0.02%
16,014
261
$340K 0.02%
6,860
262
$338K 0.02%
5,834
+2,200
263
$337K 0.02%
5,907
+1,765
264
$337K 0.02%
2,043
+27
265
$336K 0.02%
7,851
-31,385
266
$335K 0.02%
19,900
-1,900
267
$334K 0.02%
8,152
+2,546
268
$332K 0.02%
4,220
-774
269
$331K 0.02%
6,532
-2,782
270
$315K 0.02%
2,903
+348
271
$315K 0.02%
8,127
272
$313K 0.02%
3,937
+474
273
$312K 0.02%
2,353
-1,906
274
$310K 0.02%
17,764
-188
275
$308K 0.02%
+5,380
9 10
11
12 13