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
276
$344K 0.01%
14,600
-2,500
277
$342K 0.01%
2,320
+76
278
$341K 0.01%
+6,523
279
$340K 0.01%
+1,540
280
$329K 0.01%
1,559
-200
281
$322K 0.01%
+3,091
282
$321K 0.01%
+2,049
283
$320K 0.01%
1
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284
$320K 0.01%
5,439
-453
285
$317K 0.01%
+4,250
286
$316K 0.01%
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287
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+6,216
288
$311K 0.01%
3,040
+40
289
$305K 0.01%
2,937
-218
290
$303K 0.01%
8,088
+180
291
$301K 0.01%
+1,250
292
$299K 0.01%
+7,630
293
$298K 0.01%
3,943
294
$289K 0.01%
+4,010
295
$288K 0.01%
7,257
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296
$287K 0.01%
3,799
-106
297
$283K 0.01%
8,520
-80
298
$283K 0.01%
5,336
-3,942
299
$276K 0.01%
+7,949
300
$276K 0.01%
+5,406
10 11
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