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
451
$228K 0.01%
920
+24
452
$227K 0.01%
3,125
-106
453
$226K 0.01%
2,032
-360
454
$223K 0.01%
+3,900
455
$222K 0.01%
10,460
-25
456
$221K 0.01%
+1,221
457
$220K 0.01%
+2,539
458
$220K 0.01%
3,601
-4,455
459
$220K 0.01%
1,810
+720
460
$219K 0.01%
2,610
461
$218K 0.01%
+5,293
462
$218K 0.01%
+3,685
463
$216K 0.01%
600
464
$216K 0.01%
+1,368
465
$216K 0.01%
+2,500
466
$214K 0.01%
2,701
-546
467
$213K 0.01%
+646
468
$213K 0.01%
3,980
-4,148
469
$209K 0.01%
+779
470
$208K 0.01%
+4,000
471
$207K 0.01%
4,669
+340
472
$207K 0.01%
+3,716
473
$207K 0.01%
1,196
474
$206K 0.01%
3,390
-6
475
$202K 0.01%
9,546
17 18
19
20 21