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
551
$426K 0.01%
7,909
-9,077
552
$424K 0.01%
3,665
553
$422K ﹤0.01%
20,256
+702
554
$419K ﹤0.01%
4,162
-1,460
555
$418K ﹤0.01%
800
-167
556
$417K ﹤0.01%
1,333
+83
557
$416K ﹤0.01%
9,737
+10
558
$416K ﹤0.01%
27,074
-1,113
559
$415K ﹤0.01%
6,181
+291
560
$414K ﹤0.01%
5,590
+747
561
$414K ﹤0.01%
2,171
+192
562
$412K ﹤0.01%
9,485
+654
563
$408K ﹤0.01%
1,729
+29
564
$405K ﹤0.01%
3,798
+523
565
$403K ﹤0.01%
10,340
+210
566
$399K ﹤0.01%
+6,986
567
$395K ﹤0.01%
6,000
+1,619
568
$390K ﹤0.01%
12,913
-11,551
569
$390K ﹤0.01%
10,367
+1,123
570
$388K ﹤0.01%
3,723
-3,708
571
$385K ﹤0.01%
4,137
-258
572
$382K ﹤0.01%
+3,346
573
$381K ﹤0.01%
2,859
-95
574
$375K ﹤0.01%
7,624
+739
575
$371K ﹤0.01%
8,136
+4,733
21 22
23
24 25