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
426
$263K 0.01%
+5,690
427
$262K 0.01%
5,716
+42
428
$260K 0.01%
5,322
429
$259K 0.01%
+2,872
430
$259K 0.01%
3,365
-109
431
$257K 0.01%
1,567
+184
432
$257K 0.01%
+8,367
433
$256K 0.01%
3,025
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434
$252K 0.01%
7,663
-1,342
435
$252K 0.01%
1,750
-975
436
$250K 0.01%
+11,000
437
$247K 0.01%
5,764
-1,221
438
$244K 0.01%
+773
439
$243K 0.01%
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440
$240K 0.01%
+13,947
441
$237K 0.01%
+6,209
442
$236K 0.01%
4,427
-367
443
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444
$233K 0.01%
3,010
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445
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446
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447
$231K 0.01%
813
-7
448
$231K 0.01%
+1,788
449
$229K 0.01%
+1,253
450
$228K 0.01%
6,776
16 17
18
19 20