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
376
$993K 0.01%
71,814
+61,638
377
$987K 0.01%
11,895
+61
378
$976K 0.01%
10,366
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$976K 0.01%
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380
$976K 0.01%
31,131
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381
$975K 0.01%
6,841
+2,140
382
$972K 0.01%
6,349
-461
383
$972K 0.01%
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384
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40,476
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385
$959K 0.01%
23,802
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386
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387
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3,075
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389
$937K 0.01%
1,459
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3,687
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393
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11,801
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394
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395
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6,145
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396
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10,254
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397
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11,875
398
$896K 0.01%
3,092
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399
$895K 0.01%
4,526
-100
400
$887K 0.01%
14,029
+2,510
14 15
16
17 18