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
276
$1.9M 0.02%
13,708
+602
277
$1.89M 0.02%
12,078
+348
278
$1.89M 0.02%
15,798
-256
279
$1.89M 0.02%
18,163
-1,104
280
$1.88M 0.02%
32,300
-5,450
281
$1.87M 0.02%
37,243
-7,504
282
$1.85M 0.02%
27,266
+2,076
283
$1.82M 0.02%
14,649
+40
284
$1.81M 0.02%
6,955
+6
285
$1.81M 0.02%
36,047
+8,137
286
$1.79M 0.02%
21,719
-1,663
287
$1.78M 0.02%
78,229
-5,846
288
$1.77M 0.02%
21,976
-919
289
$1.76M 0.02%
19,589
-3,756
290
$1.75M 0.02%
8,548
+7,276
291
$1.74M 0.02%
4,801
-165
292
$1.73M 0.02%
46,583
-5,074
293
$1.69M 0.02%
21,977
-3,215
294
$1.68M 0.02%
47,011
-3,261
295
$1.65M 0.02%
26,631
-117,079
296
$1.63M 0.02%
37,277
+3,151
297
$1.62M 0.02%
5,043
+1,818
298
$1.61M 0.02%
9,108
+750
299
$1.61M 0.02%
28,232
-10,147
300
$1.61M 0.02%
12,344
+1,442
10 11
12
13 14