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
$3.15B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$24.8M
3
+$23.1M
4
GM icon
General Motors
GM
+$20.6M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

1
+$289M
2
+$12.7M
3
+$8.99M
4
SYK icon
Stryker
SYK
+$6.03M
5
UPS icon
United Parcel Service
UPS
+$5.68M

Sector Composition

1 Technology 12.47%
2 Financials 7.59%
3 Healthcare 7.29%
4 Consumer Discretionary 5.89%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.1M 0.42%
194,686
-73,608
52
$13.1M 0.42%
239,054
-5,277,600
53
$12.9M 0.41%
124,780
+5,360
54
$12.7M 0.41%
117,398
+63,078
55
$12.6M 0.4%
33,815
+31,357
56
$12.6M 0.4%
123,232
+2,022
57
$11.3M 0.36%
46,335
-1,451
58
$10.8M 0.34%
56,949
+54,347
59
$10.8M 0.34%
35,287
+5,908
60
$10.3M 0.33%
90,829
-44,543
61
$10.3M 0.33%
67,987
-4,271
62
$10.1M 0.32%
54,805
63
$10.1M 0.32%
50,972
-564
64
$9.43M 0.3%
81,274
+31,233
65
$9.4M 0.3%
110,144
+107,820
66
$8.69M 0.28%
82,965
+16,984
67
$8.2M 0.26%
22,494
+13,284
68
$8.1M 0.26%
124,389
+930
69
$7.86M 0.25%
47,474
+5,663
70
$7.79M 0.25%
+320,700
71
$7.53M 0.24%
400,398
+235,344
72
$7.38M 0.23%
282,498
-11,549
73
$7.19M 0.23%
23,907
+70
74
$7.15M 0.23%
99,275
+85,863
75
$7.03M 0.22%
282,890
-1,057
1 2
3
4 5