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
826
$21.8K ﹤0.01%
501
-28
827
$19.1K ﹤0.01%
+2,249
828
$13.8K ﹤0.01%
+2,092
829
$13.3K ﹤0.01%
216
-642
830
$9.52K ﹤0.01%
14,000
831
$8.8K ﹤0.01%
10,000
832
$4.96K ﹤0.01%
+316
833
$2.05K ﹤0.01%
618
834
– –
-40,308
835
– –
-4,650
836
– –
-9,236
837
– –
-90,700
838
– –
-1,727
839
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-5,500
840
– –
-7,153
841
– –
-10,567
842
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843
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844
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-7,150
845
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-2,848
846
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847
– –
-5,141
848
– –
-3,455
849
– –
-1,671
850
– –
-4,219
32 33
34
35 36