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
351
$155K 0.01%
10,000
352
$152K 0.01%
+10,900
353
$140K 0.01%
15,100
-500
354
$135K 0.01%
10,630
-1,490
355
$108K 0.01%
+14,775
356
$79K ﹤0.01%
29,810
+7,916
357
$67K ﹤0.01%
2,932
+197
358
$17K ﹤0.01%
2,703
359
$4K ﹤0.01%
+13,300
360
– –
-10,000
361
– –
-9,785
362
– –
-6,650
363
– –
-1,511
364
– –
-5,281
365
– –
-4,652
366
– –
-8,955
367
– –
-1,908
368
– –
-12,655
369
– –
-10,546
370
– –
-1,401
371
– –
-1,592
372
– –
-2,257
373
– –
-5,750
11 12 13 14
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