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
26
$28.3M 0.9%
192,199
+157,003
27
$27.6M 0.88%
128,975
+22,431
28
$26.5M 0.84%
66,659
+29,218
29
$25.9M 0.82%
344,448
-35,066
30
$24.9M 0.79%
132,363
+6,619
31
$24.8M 0.79%
+374,052
32
$24.7M 0.78%
441,810
+57,386
33
$24.6M 0.78%
324,628
+27,906
34
$24.5M 0.78%
213,314
-41,315
35
$24.3M 0.77%
110,352
+10,140
36
$23.8M 0.76%
130,972
+27,632
37
$22.6M 0.72%
315,811
+18,385
38
$22.5M 0.72%
356,480
+87,872
39
$22M 0.7%
236,335
+15,996
40
$21.6M 0.69%
61,345
+6,120
41
$21M 0.67%
365,880
+358,300
42
$21M 0.67%
189,835
+26,883
43
$19.5M 0.62%
123,586
+14,219
44
$19.1M 0.61%
307,075
+268,227
45
$18.3M 0.58%
359,928
+111,979
46
$17.9M 0.57%
89,021
+10,097
47
$17.7M 0.56%
69,450
+5,695
48
$16M 0.51%
77,253
+3,599
49
$15.6M 0.49%
204,973
-792
50
$15M 0.48%
287,368
+75,244
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