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
$2.02B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$53.2M
3
+$26.5M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
ALL icon
Allstate
ALL
+$20.9M

Top Sells

1
+$13.4M
2
+$3.33M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
SSD icon
Simpson Manufacturing
SSD
+$1.11M

Sector Composition

1 Technology 8.08%
2 Financials 7.27%
3 Industrials 5.59%
4 Communication Services 5.47%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.73M 0.48%
151,795
+114,965
52
$8.17M 0.4%
133,980
-1,960
53
$8.13M 0.4%
27,222
-188
54
$7.68M 0.38%
+130,488
55
$7.41M 0.37%
95,184
+6,453
56
$7.34M 0.36%
64,737
+60,023
57
$6.87M 0.34%
113,855
+2,977
58
$6.8M 0.34%
56,780
+637
59
$6.69M 0.33%
56,427
+5,059
60
$6.03M 0.3%
211,001
+9,532
61
$5.82M 0.29%
+206,976
62
$5.72M 0.28%
24,640
+13,751
63
$5.66M 0.28%
60,308
+890
64
$5.58M 0.28%
+191,147
65
$5.51M 0.27%
+46,549
66
$5.34M 0.26%
98,014
-6
67
$5.21M 0.26%
43,142
-1,189
68
$5.19M 0.26%
57,810
+2,675
69
$4.96M 0.25%
31,052
+6,311
70
$4.95M 0.25%
+46,267
71
$4.82M 0.24%
16,530
+85
72
$4.43M 0.22%
41,012
-3,554
73
$4.3M 0.21%
+11,295
74
$3.52M 0.17%
26,188
-1,596
75
$3.39M 0.17%
28,351
+10,068
1 2
3
4 5