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
$8.56B
AUM Growth
+$715M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$32M
3
+$18.7M
4
ROK icon
Rockwell Automation
ROK
+$17.8M
5
UNH icon
UnitedHealth
UNH
+$17.4M

Top Sells

1
+$25.2M
2
+$24M
3
+$21.8M
4
BLK icon
Blackrock
BLK
+$18.2M
5
DIS icon
Walt Disney
DIS
+$16.8M

Sector Composition

1 Technology 11.97%
2 Financials 5.88%
3 Healthcare 5.86%
4 Consumer Discretionary 4.54%
5 Communication Services 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$528K 0.01%
4,837
-938
502
$527K 0.01%
13,696
+1,997
503
$526K 0.01%
8,827
-873
504
$524K 0.01%
46,248
505
$521K 0.01%
7,482
+305
506
$519K 0.01%
2,061
+302
507
$512K 0.01%
54,194
+928
508
$512K 0.01%
2,585
+680
509
$498K 0.01%
4,863
+239
510
$496K 0.01%
11,766
+7,595
511
$495K 0.01%
8,745
-152
512
$493K 0.01%
8,555
-498
513
$489K 0.01%
37,856
514
$487K 0.01%
3,711
+2,508
515
$483K 0.01%
8,531
+1,750
516
$483K 0.01%
3,600
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517
$482K 0.01%
8,003
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518
$478K 0.01%
4,935
+269
519
$473K 0.01%
6,680
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520
$473K 0.01%
+10,737
521
$471K 0.01%
9,393
+1,188
522
$470K 0.01%
2,372
-76
523
$466K 0.01%
5,412
-72
524
$465K 0.01%
14,104
+1,277
525
$464K 0.01%
12,837
+1,276
19 20
21
22 23