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
351
$430K 0.01%
1,315
+503
352
$427K 0.01%
4,522
+29
353
$422K 0.01%
5,553
-917
354
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355
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4,250
356
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14,450
+5,050
357
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12,012
+2,439
358
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+12,597
359
$392K 0.01%
14,600
360
$391K 0.01%
4,488
361
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6,181
362
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+15,232
363
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4,500
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364
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+7,963
365
$383K 0.01%
1,852
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366
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367
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368
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369
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1,336
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370
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371
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372
$361K 0.01%
5,867
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373
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12,517
-570
374
$361K 0.01%
15,918
375
$360K 0.01%
3,041
+939
13 14
15
16 17