EWA

EP Wealth Advisors Portfolio holdings

AUM $19.2B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$53.1M
2
+$23.3M
3
+$22.3M
4
AAPL icon
Apple
AAPL
+$20M
5
GM icon
General Motors
GM
+$19M

Top Sells

1
+$290M
2
+$12.7M
3
+$9.03M
4
SYK icon
Stryker
SYK
+$5.94M
5
UPS icon
United Parcel Service
UPS
+$5.4M

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
+132
434
$252K 0.01%
7,663
-1,342
435
$252K 0.01%
1,750
-975
436
$250K 0.01%
+1,100
437
$247K 0.01%
5,764
-1,221
438
$244K 0.01%
+773
439
$243K 0.01%
+5,011
440
$240K 0.01%
+13,947
441
$237K 0.01%
+6,209
442
$236K 0.01%
4,427
-367
443
$235K 0.01%
+1,563
444
$233K 0.01%
3,010
+14
445
$233K 0.01%
+1,762
446
$232K 0.01%
+2,079
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