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
$2.32B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.8M
3
+$18.1M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$17.2M
5
HCA icon
HCA Healthcare
HCA
+$14.8M

Top Sells

1
+$224M
2
+$89.3M
3
+$51.3M
4
HON icon
Honeywell
HON
+$22.3M
5
SWK icon
Stanley Black & Decker
SWK
+$16.3M

Sector Composition

1 Technology 11.43%
2 Healthcare 7.65%
3 Financials 6.21%
4 Communication Services 5.02%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$81K ﹤0.01%
+32,797
352
$69K ﹤0.01%
25,093
+11,277
353
$12K ﹤0.01%
+2,703
354
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355
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356
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357
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358
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359
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364
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365
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