EWA

EP Wealth Advisors Portfolio holdings

AUM $15.2B
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$53.2M
3
+$26.5M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
ALL icon
Allstate
ALL
+$20.9M

Top Sells

1
+$13.4M
2
+$3.33M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
SSD icon
Simpson Manufacturing
SSD
+$1.11M

Sector Composition

1 Technology 8.08%
2 Financials 7.27%
3 Industrials 5.59%
4 Communication Services 5.47%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 0.92%
266,774
-16,040
27
$18.3M 0.91%
328,303
+3,197
28
$17.5M 0.87%
39,301
+524
29
$17.2M 0.85%
243,649
+4,550
30
$16.6M 0.82%
115,161
+4,683
31
$16.6M 0.82%
600,180
+3,770
32
$16.3M 0.81%
330,227
+3,594
33
$16.2M 0.8%
248,045
-11,698
34
$13.8M 0.69%
56,408
-2,151
35
$13.6M 0.67%
+254,686
36
$13.4M 0.67%
157,814
+132,339
37
$13.3M 0.66%
82,107
+446
38
$12.4M 0.62%
133,039
+129,949
39
$12M 0.59%
136,796
+2,362
40
$11.6M 0.58%
191,686
+25,248
41
$11.6M 0.58%
90,745
+7,866
42
$11.6M 0.57%
183,202
+12,239
43
$11.2M 0.56%
159,036
-2,368
44
$11.1M 0.55%
276,505
+215,064
45
$10.9M 0.54%
888,506
+50,644
46
$10.9M 0.54%
124,492
+2,886
47
$10.5M 0.52%
57,357
+2,063
48
$10.1M 0.5%
+119,582
49
$10.1M 0.5%
59,926
-255
50
$9.95M 0.49%
+257,479
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