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
526
$462K 0.01%
7,873
-47
527
$458K 0.01%
63,867
528
$455K 0.01%
3,454
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529
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$453K 0.01%
25,558
-7,252
531
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532
$448K 0.01%
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$447K 0.01%
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534
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535
$446K 0.01%
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536
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537
$444K 0.01%
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538
$443K 0.01%
1,547
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539
$442K 0.01%
2,164
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540
$442K 0.01%
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541
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543
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544
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545
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546
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547
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2,540
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548
$435K 0.01%
6,629
549
$431K 0.01%
5,864
+239
550
$426K 0.01%
+2,500
20 21
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