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
651
$277K ﹤0.01%
10,239
+600
652
$276K ﹤0.01%
3,536
+165
653
$276K ﹤0.01%
+492
654
$276K ﹤0.01%
10,016
-1,362
655
$275K ﹤0.01%
+13,558
656
$274K ﹤0.01%
2,483
-1,152
657
$274K ﹤0.01%
4,295
-163
658
$273K ﹤0.01%
+5,469
659
$273K ﹤0.01%
5,282
-198
660
$272K ﹤0.01%
2,585
-90
661
$271K ﹤0.01%
+1,391
662
$270K ﹤0.01%
+7,512
663
$269K ﹤0.01%
3,056
+323
664
$269K ﹤0.01%
2,177
665
$267K ﹤0.01%
+8,391
666
$264K ﹤0.01%
+4,572
667
$264K ﹤0.01%
961
-34
668
$261K ﹤0.01%
26,800
669
$261K ﹤0.01%
6,097
-635
670
$260K ﹤0.01%
5,101
-71
671
$254K ﹤0.01%
5,394
672
$254K ﹤0.01%
+2,385
673
$254K ﹤0.01%
4,570
-305
674
$253K ﹤0.01%
9,856
-3,242
675
$253K ﹤0.01%
9,465
-2,373
25 26
27
28 29