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
626
$301K ﹤0.01%
1,228
+44
627
$299K ﹤0.01%
1,533
-9
628
$298K ﹤0.01%
7,716
+207
629
$296K ﹤0.01%
2,718
-1,039
630
$296K ﹤0.01%
2,575
631
$295K ﹤0.01%
9,962
+1,474
632
$294K ﹤0.01%
+12,880
633
$291K ﹤0.01%
+5,102
634
$291K ﹤0.01%
1,251
635
$291K ﹤0.01%
2,153
+148
636
$291K ﹤0.01%
5,302
-1,221
637
$289K ﹤0.01%
5,450
+1,133
638
$289K ﹤0.01%
6,041
-4,633
639
$289K ﹤0.01%
992
+113
640
$288K ﹤0.01%
3,847
641
$288K ﹤0.01%
13,000
642
$286K ﹤0.01%
9,585
-386
643
$285K ﹤0.01%
5,076
-330
644
$283K ﹤0.01%
2,446
-196
645
$283K ﹤0.01%
1,188
646
$283K ﹤0.01%
2,911
+6
647
$282K ﹤0.01%
663
+20
648
$282K ﹤0.01%
+2,133
649
$281K ﹤0.01%
5,635
-1,672
650
$279K ﹤0.01%
5,933
-392
24 25
26
27 28