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
$618M
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$33.5M
3
+$23.7M
4
HON icon
Honeywell
HON
+$9.7M
5
UNP icon
Union Pacific
UNP
+$9.67M

Top Sells

1
+$11.8M
2
+$8.51M
3
+$6.72M
4
GILD icon
Gilead Sciences
GILD
+$5.45M
5
BA icon
Boeing
BA
+$997K

Sector Composition

1 Financials 11.67%
2 Technology 9.41%
3 Healthcare 9.33%
4 Energy 7.1%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.13%
6,722
52
$767K 0.12%
8,869
53
$746K 0.12%
17,476
+834
54
$738K 0.12%
4,141
+985
55
$713K 0.12%
9,320
-200
56
$707K 0.11%
26,562
+1,218
57
$693K 0.11%
6,997
-273
58
$678K 0.11%
24,160
-2,089
59
$675K 0.11%
5,498
+373
60
$674K 0.11%
28,708
61
$667K 0.11%
7,275
62
$658K 0.11%
24,065
+2,370
63
$649K 0.11%
5,583
-3,665
64
$646K 0.1%
8,175
-121
65
$620K 0.1%
13,485
+3,840
66
$586K 0.09%
4,242
-25
67
$565K 0.09%
12,185
+1,115
68
$547K 0.09%
6,670
69
$487K 0.08%
3,696
+900
70
$468K 0.08%
12,392
71
$467K 0.08%
10,233
72
$466K 0.08%
28,900
+1,260
73
$448K 0.07%
4,421
+1,450
74
$416K 0.07%
11,959
-402
75
$414K 0.07%
2
1 2
3
4 5