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
776
$136K ﹤0.01%
+6,243
777
$134K ﹤0.01%
+3,664
778
$133K ﹤0.01%
111
779
$130K ﹤0.01%
1,571
-385
780
$130K ﹤0.01%
+2,603
781
$129K ﹤0.01%
1,700
782
$126K ﹤0.01%
4,310
+98
783
$126K ﹤0.01%
+3,513
784
$125K ﹤0.01%
20,675
+1,226
785
$125K ﹤0.01%
862
786
$123K ﹤0.01%
+5,096
787
$122K ﹤0.01%
4,120
-15,733
788
$120K ﹤0.01%
+2,831
789
$120K ﹤0.01%
1,773
-18
790
$119K ﹤0.01%
1,182
-30
791
$118K ﹤0.01%
5,726
792
$118K ﹤0.01%
655
793
$116K ﹤0.01%
1,530
+85
794
$116K ﹤0.01%
2,020
-6
795
$116K ﹤0.01%
1,751
-16
796
$115K ﹤0.01%
+1,989
797
$115K ﹤0.01%
+1,614
798
$115K ﹤0.01%
1,643
-206
799
$114K ﹤0.01%
843
-115
800
$113K ﹤0.01%
625
+7
30 31
32
33 34