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
276
$307K 0.02%
2,937
+398
277
$306K 0.02%
19,065
-3,300
278
$304K 0.02%
4,174
-516
279
$304K 0.02%
14,288
+1,227
280
$303K 0.02%
+5,642
281
$299K 0.01%
4,891
-5,441
282
$297K 0.01%
+6,653
283
$296K 0.01%
7,078
-320,527
284
$295K 0.01%
1,368
+60
285
$292K 0.01%
4,604
+394
286
$289K 0.01%
147
+25
287
$287K 0.01%
+1,193
288
$286K 0.01%
+5,136
289
$277K 0.01%
600
290
$277K 0.01%
1,040
-29
291
$274K 0.01%
+6,330
292
$273K 0.01%
12,800
293
$272K 0.01%
+2,389
294
$269K 0.01%
3,016
+822
295
$269K 0.01%
+4,664
296
$269K 0.01%
+4,148
297
$267K 0.01%
2,163
298
$267K 0.01%
4,010
-890
299
$260K 0.01%
11,253
+864
300
$259K 0.01%
5,227
-1,589
10 11
12
13 14