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
401
$876K 0.01%
9,639
-50
402
$874K 0.01%
15,480
403
$860K 0.01%
12,552
+497
404
$846K 0.01%
5,185
-300
405
$846K 0.01%
9,660
-390
406
$845K 0.01%
7,647
+225
407
$841K 0.01%
37,422
+14,970
408
$839K 0.01%
6,106
+248
409
$834K 0.01%
5,009
-223
410
$831K 0.01%
22,975
+714
411
$831K 0.01%
+40,500
412
$826K 0.01%
1,593
-1,084
413
$824K 0.01%
6,254
-398
414
$823K 0.01%
5,339
-824
415
$822K 0.01%
7,770
-498
416
$821K 0.01%
6,424
-115
417
$804K 0.01%
8,772
-404
418
$800K 0.01%
2,308
+14
419
$800K 0.01%
1,400
+210
420
$796K 0.01%
37,957
-2,684
421
$796K 0.01%
6,088
-624
422
$791K 0.01%
6,974
-17
423
$783K 0.01%
18,635
+262
424
$779K 0.01%
30,107
-578
425
$776K 0.01%
2,186
+800
15 16
17
18 19