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
$2.32B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.8M
3
+$18.1M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$17.2M
5
HCA icon
HCA Healthcare
HCA
+$14.8M

Top Sells

1
+$224M
2
+$89.3M
3
+$51.3M
4
HON icon
Honeywell
HON
+$22.3M
5
SWK icon
Stanley Black & Decker
SWK
+$16.3M

Sector Composition

1 Technology 11.43%
2 Healthcare 7.65%
3 Financials 6.21%
4 Communication Services 5.02%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$418K 0.02%
2,091
252
$418K 0.02%
6,830
-966
253
$411K 0.02%
+9,461
254
$401K 0.02%
9,561
+4,613
255
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10,902
-127
256
$397K 0.02%
+7,290
257
$390K 0.02%
3,325
-857
258
$388K 0.02%
8,270
+1,485
259
$388K 0.02%
5,627
260
$387K 0.02%
6,369
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261
$383K 0.02%
1,174
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262
$378K 0.02%
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263
$378K 0.02%
3,339
264
$375K 0.02%
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265
$372K 0.02%
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266
$371K 0.02%
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267
$366K 0.02%
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268
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269
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8,686
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270
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271
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272
$352K 0.02%
26,508
-11,514
273
$347K 0.01%
+5,848
274
$346K 0.01%
1,058
275
$345K 0.01%
+15,923
9 10
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