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
251
$2.15M 0.03%
24,902
-2,183
252
$2.13M 0.02%
16,430
+813
253
$2.12M 0.02%
1,699
-110
254
$2.11M 0.02%
20,737
255
$2.11M 0.02%
25,073
+87
256
$2.1M 0.02%
46,269
-474
257
$2.08M 0.02%
22,746
+2,820
258
$2.08M 0.02%
17,997
+4,624
259
$2.06M 0.02%
16,654
+930
260
$2.06M 0.02%
16,088
-303
261
$2.06M 0.02%
10,021
-792
262
$1.99M 0.02%
20,837
+33
263
$1.99M 0.02%
27,504
-2,547
264
$1.97M 0.02%
13,902
-5,492
265
$1.97M 0.02%
14,511
+794
266
$1.97M 0.02%
85,500
267
$1.97M 0.02%
4,709
+197
268
$1.96M 0.02%
3,631
-16
269
$1.95M 0.02%
9,138
+264
270
$1.95M 0.02%
61,522
+700
271
$1.94M 0.02%
49,143
-2,742
272
$1.93M 0.02%
109,610
+7,944
273
$1.92M 0.02%
12,041
+835
274
$1.92M 0.02%
9,373
+327
275
$1.9M 0.02%
28,872
-2,031
9 10
11
12 13