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
326
$223K 0.01%
+1,513
327
$223K 0.01%
+1,513
328
$223K 0.01%
3,439
329
$222K 0.01%
+1,118
330
$219K 0.01%
+887
331
$219K 0.01%
2,461
-375
332
$218K 0.01%
+4,697
333
$217K 0.01%
+4,068
334
$215K 0.01%
2,596
335
$215K 0.01%
1,732
+144
336
$214K 0.01%
1,802
-42
337
$212K 0.01%
+2,049
338
$207K 0.01%
4,820
339
$207K 0.01%
+47,560
340
$207K 0.01%
5,456
-647
341
$205K 0.01%
3,065
-1,122
342
$204K 0.01%
+7,748
343
$203K 0.01%
2,205
-120
344
$202K 0.01%
1,123
345
$202K 0.01%
9,417
346
$201K 0.01%
969
-57
347
$201K 0.01%
+2,251
348
$193K 0.01%
13,794
-1,500
349
$176K 0.01%
2,813
+25
350
$159K 0.01%
+10,000
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