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
401
$311K 0.01%
6,249
+17
402
$311K 0.01%
6,798
+1,673
403
$301K 0.01%
2,178
+358
404
$301K 0.01%
2,764
-935
405
$301K 0.01%
+1,703
406
$298K 0.01%
+5,844
407
$297K 0.01%
+6,143
408
$295K 0.01%
+789
409
$288K 0.01%
3,003
+3
410
$287K 0.01%
+4,220
411
$284K 0.01%
2,383
-14
412
$281K 0.01%
1,376
+225
413
$280K 0.01%
6,137
+32
414
$280K 0.01%
7,327
415
$278K 0.01%
2,052
+126
416
$278K 0.01%
4,566
+204
417
$275K 0.01%
4,439
-3
418
$270K 0.01%
4,604
+146
419
$270K 0.01%
+3,474
420
$270K 0.01%
1,969
+526
421
$269K 0.01%
2,996
+636
422
$267K 0.01%
+4,433
423
$266K 0.01%
4,725
-380
424
$265K 0.01%
21,667
+4,855
425
$265K 0.01%
657
+28
15 16
17
18 19