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
351
$1.17M 0.01%
23,368
-3,267
352
$1.17M 0.01%
12,914
+293
353
$1.17M 0.01%
8,015
-2,150
354
$1.15M 0.01%
12,376
-7,138
355
$1.15M 0.01%
6,961
+27
356
$1.14M 0.01%
6,259
-719
357
$1.13M 0.01%
9,850
-145
358
$1.12M 0.01%
31,493
+3,015
359
$1.12M 0.01%
27,506
-4,990
360
$1.12M 0.01%
24,663
361
$1.11M 0.01%
16,320
-1,161
362
$1.1M 0.01%
11,097
-1,186
363
$1.1M 0.01%
30,569
+3,028
364
$1.09M 0.01%
+10,049
365
$1.09M 0.01%
15,862
+1,331
366
$1.09M 0.01%
2,339
-67
367
$1.07M 0.01%
13,604
+133
368
$1.06M 0.01%
15,766
+66
369
$1.04M 0.01%
12,978
-896
370
$1.04M 0.01%
1,436
-73
371
$1.03M 0.01%
34,961
+4,474
372
$1.03M 0.01%
2,625
-1,828
373
$1.01M 0.01%
76,132
+5,467
374
$1M 0.01%
18,574
+2,776
375
$1M 0.01%
14,940
+2,994
13 14
15
16 17