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
726
$208K ﹤0.01%
+1,308
727
$208K ﹤0.01%
+3,238
728
$207K ﹤0.01%
3,629
+104
729
$206K ﹤0.01%
3,655
+250
730
$206K ﹤0.01%
2,419
+730
731
$204K ﹤0.01%
2,339
-764
732
$204K ﹤0.01%
4,146
-137
733
$203K ﹤0.01%
1,367
+41
734
$202K ﹤0.01%
19,175
735
$202K ﹤0.01%
+777
736
$201K ﹤0.01%
+4,196
737
$198K ﹤0.01%
6,714
738
$197K ﹤0.01%
7,046
-2,000
739
$197K ﹤0.01%
11,729
-42,223
740
$195K ﹤0.01%
2,062
+16
741
$195K ﹤0.01%
16,487
742
$194K ﹤0.01%
3,662
-13
743
$192K ﹤0.01%
22,573
+4,679
744
$190K ﹤0.01%
35,249
745
$187K ﹤0.01%
8,056
+41
746
$185K ﹤0.01%
+3,004
747
$184K ﹤0.01%
33,000
+1,000
748
$183K ﹤0.01%
3,238
-50
749
$180K ﹤0.01%
5,450
750
$176K ﹤0.01%
20,177
+2,253
28 29
30
31 32