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
701
$233K ﹤0.01%
2,050
+10
702
$231K ﹤0.01%
+925
703
$230K ﹤0.01%
+19,401
704
$228K ﹤0.01%
+4,810
705
$226K ﹤0.01%
2,005
-5,708
706
$224K ﹤0.01%
1,343
+124
707
$224K ﹤0.01%
10,347
-1,041
708
$223K ﹤0.01%
+1,752
709
$221K ﹤0.01%
400
710
$220K ﹤0.01%
4,040
-360
711
$219K ﹤0.01%
2,467
+93
712
$219K ﹤0.01%
16,629
-4,735
713
$219K ﹤0.01%
1,403
714
$217K ﹤0.01%
937
-114
715
$217K ﹤0.01%
+1,322
716
$215K ﹤0.01%
7,993
+6
717
$214K ﹤0.01%
2,829
-5,093
718
$214K ﹤0.01%
2,909
+1
719
$213K ﹤0.01%
504
-20
720
$212K ﹤0.01%
1,783
+15
721
$211K ﹤0.01%
4,345
-690
722
$211K ﹤0.01%
+965
723
$210K ﹤0.01%
+8,544
724
$209K ﹤0.01%
1,962
+762
725
$208K ﹤0.01%
+933
27 28
29
30 31