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
576
$369K ﹤0.01%
4,298
+67
577
$369K ﹤0.01%
11,438
-4,030
578
$363K ﹤0.01%
1,944
+716
579
$362K ﹤0.01%
1,935
-8
580
$362K ﹤0.01%
9,609
-806
581
$361K ﹤0.01%
6,928
582
$359K ﹤0.01%
3,190
+353
583
$358K ﹤0.01%
9,372
-18
584
$356K ﹤0.01%
2,160
+160
585
$356K ﹤0.01%
4,339
-229
586
$352K ﹤0.01%
2,541
-126
587
$352K ﹤0.01%
4,579
+217
588
$350K ﹤0.01%
8,076
-331
589
$350K ﹤0.01%
5,381
-524
590
$348K ﹤0.01%
4,232
+316
591
$344K ﹤0.01%
+3,780
592
$343K ﹤0.01%
15,426
+3,514
593
$343K ﹤0.01%
+8,467
594
$342K ﹤0.01%
+6,308
595
$342K ﹤0.01%
1,658
-45
596
$339K ﹤0.01%
1,166
-155
597
$337K ﹤0.01%
20,072
-890
598
$337K ﹤0.01%
14,606
-25
599
$337K ﹤0.01%
9,044
+1,539
600
$336K ﹤0.01%
13,576
-2,766
22 23
24
25 26