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
251
$835K 0.03%
12,820
252
$829K 0.03%
13,930
+1,130
253
$825K 0.03%
+23,848
254
$819K 0.03%
14,190
255
$819K 0.03%
9,286
256
$809K 0.03%
9,587
+1,351
257
$805K 0.03%
9,067
+1,100
258
$785K 0.03%
6,794
+237
259
$763K 0.02%
9,280
+644
260
$755K 0.02%
10,376
+2,628
261
$753K 0.02%
9,636
262
$753K 0.02%
6,958
+8
263
$750K 0.02%
5,396
+251
264
$739K 0.02%
13,416
-5,334
265
$731K 0.02%
7,572
+909
266
$724K 0.02%
+2,221
267
$722K 0.02%
44,766
-11,016
268
$722K 0.02%
+23,594
269
$715K 0.02%
8,433
+789
270
$714K 0.02%
9,675
+2,057
271
$713K 0.02%
13,454
+3,161
272
$709K 0.02%
5,577
+2,244
273
$700K 0.02%
1,828
+279
274
$679K 0.02%
2,807
+297
275
$661K 0.02%
21,649
+189
9 10
11
12 13