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
376
$357K 0.01%
2,156
-392
377
$356K 0.01%
9,032
+2,432
378
$354K 0.01%
8,500
379
$354K 0.01%
2,763
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380
$353K 0.01%
4,858
+830
381
$352K 0.01%
3,703
-11
382
$346K 0.01%
6,756
+1,512
383
$344K 0.01%
1,241
+356
384
$342K 0.01%
7,851
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385
$342K 0.01%
684
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386
$341K 0.01%
5,765
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387
$331K 0.01%
4,334
-66
388
$331K 0.01%
+5,120
389
$331K 0.01%
6,751
+601
390
$330K 0.01%
5,592
391
$330K 0.01%
2,982
392
$328K 0.01%
2,335
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393
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1,124
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394
$327K 0.01%
1,060
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395
$325K 0.01%
1,398
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396
$322K 0.01%
7,209
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397
$322K 0.01%
+1,597
398
$321K 0.01%
19,299
-1,855
399
$320K 0.01%
3,649
-2,015
400
$313K 0.01%
3,438
+703
14 15
16
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