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
676
$252K ﹤0.01%
8,819
+319
677
$252K ﹤0.01%
+606
678
$249K ﹤0.01%
444
+12
679
$249K ﹤0.01%
3,480
+1,306
680
$247K ﹤0.01%
810
+4
681
$246K ﹤0.01%
+2,037
682
$245K ﹤0.01%
+2,744
683
$244K ﹤0.01%
680
+15
684
$244K ﹤0.01%
6,250
-2,104
685
$243K ﹤0.01%
1,128
-95
686
$242K ﹤0.01%
29,331
687
$240K ﹤0.01%
5,466
688
$240K ﹤0.01%
810
+20
689
$239K ﹤0.01%
2,008
690
$239K ﹤0.01%
2,495
+5
691
$238K ﹤0.01%
7,762
+387
692
$238K ﹤0.01%
+975
693
$238K ﹤0.01%
98,302
+5,225
694
$238K ﹤0.01%
11,100
695
$237K ﹤0.01%
3,549
-1,493
696
$237K ﹤0.01%
14,497
-675
697
$236K ﹤0.01%
+6,595
698
$235K ﹤0.01%
6,225
-5
699
$235K ﹤0.01%
+1,931
700
$234K ﹤0.01%
2,452
+118
26 27
28
29 30