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
801
$112K ﹤0.01%
1,573
-251
802
$112K ﹤0.01%
15,719
-201
803
$110K ﹤0.01%
2,430
+22
804
$109K ﹤0.01%
+2,600
805
$108K ﹤0.01%
14,649
-4,415
806
$107K ﹤0.01%
1,556
+6
807
$106K ﹤0.01%
4,200
-580
808
$104K ﹤0.01%
+3,687
809
$103K ﹤0.01%
+2,072
810
$101K ﹤0.01%
13,548
+3,255
811
$100K ﹤0.01%
+4,300
812
$93.3K ﹤0.01%
3,273
+1,059
813
$87K ﹤0.01%
25,375
+375
814
$67.5K ﹤0.01%
10,000
815
$59.6K ﹤0.01%
2,703
816
$57.1K ﹤0.01%
21,000
817
$53.7K ﹤0.01%
30,000
-10,000
818
$48.5K ﹤0.01%
10,850
819
$46.2K ﹤0.01%
10,000
820
$40.4K ﹤0.01%
10,207
821
$37.1K ﹤0.01%
30,900
822
$34.7K ﹤0.01%
34,725
823
$30.6K ﹤0.01%
11,500
824
$26.3K ﹤0.01%
+11,500
825
$22.8K ﹤0.01%
2,000
31 32
33
34 35