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
326
$1.35M 0.02%
8,286
+1,162
327
$1.35M 0.02%
5,283
+1,069
328
$1.35M 0.02%
126,029
-7,113
329
$1.35M 0.02%
12,205
-36
330
$1.34M 0.02%
62,300
331
$1.33M 0.02%
5,285
+15
332
$1.32M 0.02%
35,806
-1,808
333
$1.32M 0.02%
1,361
+213
334
$1.31M 0.02%
25,916
-9,498
335
$1.31M 0.02%
+21,068
336
$1.3M 0.02%
3,730
+52
337
$1.28M 0.02%
7,795
-934
338
$1.27M 0.01%
62,625
-36,681
339
$1.27M 0.01%
14,195
+1,940
340
$1.27M 0.01%
5,253
-374
341
$1.27M 0.01%
13,104
+2,052
342
$1.26M 0.01%
3,014
-635
343
$1.25M 0.01%
28,794
-3,940
344
$1.24M 0.01%
10,100
-206
345
$1.23M 0.01%
1,275
+113
346
$1.22M 0.01%
21,114
+18,879
347
$1.21M 0.01%
21,028
-20
348
$1.19M 0.01%
28,874
+10,021
349
$1.18M 0.01%
2,879
+460
350
$1.18M 0.01%
4,390
+42
12 13
14
15 16