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
751
$176K ﹤0.01%
15,500
752
$176K ﹤0.01%
4,259
-599
753
$175K ﹤0.01%
5,520
+900
754
$173K ﹤0.01%
2,443
-144
755
$171K ﹤0.01%
4,832
+687
756
$169K ﹤0.01%
1,145
-487
757
$168K ﹤0.01%
+2,143
758
$167K ﹤0.01%
14,266
759
$164K ﹤0.01%
11,724
-7,535
760
$161K ﹤0.01%
2,072
+524
761
$160K ﹤0.01%
2,306
-725
762
$155K ﹤0.01%
1,532
763
$153K ﹤0.01%
13,927
-2,083
764
$153K ﹤0.01%
1,868
-71
765
$153K ﹤0.01%
2,605
-2,547
766
$151K ﹤0.01%
2,148
+40
767
$151K ﹤0.01%
2,666
768
$151K ﹤0.01%
2,966
-43
769
$147K ﹤0.01%
+2,290
770
$146K ﹤0.01%
+7,177
771
$144K ﹤0.01%
7,002
+1,207
772
$142K ﹤0.01%
12,859
773
$137K ﹤0.01%
3,919
774
$137K ﹤0.01%
+2,765
775
$136K ﹤0.01%
3,499
+63
29 30
31
32 33