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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
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
501
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-1,656
502
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-2,124
503
– –
-2,885
504
– –
-9,321
505
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-7,350
506
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-2,314
507
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-2,227
508
– –
-7,436
509
– –
-1,600
510
– –
-1,793
511
– –
-4,531
512
– –
-3,491
513
– –
-3,425
514
– –
-2,350
515
– –
-4,350
516
– –
-1,648
517
– –
-4,402
518
– –
-6,185
519
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-5,677
520
– –
-7,736
521
– –
-2,358
522
– –
-2,012
523
– –
-1,361
524
– –
-9,377
525
– –
-2,839
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