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
301
$570K 0.02%
2,811
+54
302
$566K 0.02%
8,568
303
$566K 0.02%
13,146
304
$552K 0.02%
6,462
+34
305
$550K 0.02%
2,970
+486
306
$543K 0.02%
7,320
+196
307
$525K 0.02%
1,063
+13
308
$521K 0.02%
5,971
+1,978
309
$519K 0.02%
6,333
-13,398
310
$514K 0.02%
9,407
+2,070
311
$505K 0.02%
15,968
-2,133
312
$504K 0.02%
6,490
+617
313
$503K 0.02%
3,895
-987
314
$501K 0.02%
+6,014
315
$501K 0.02%
4,601
+534
316
$500K 0.02%
10,455
+291
317
$496K 0.02%
6,089
+1,941
318
$494K 0.02%
1,756
-43
319
$492K 0.02%
2,299
+106
320
$492K 0.02%
3,328
-11
321
$491K 0.02%
7,117
+139
322
$491K 0.02%
2,693
+1,693
323
$491K 0.02%
+2,161
324
$490K 0.02%
+6,134
325
$488K 0.02%
9,723
+3,507
11 12
13
14 15