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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$31.9M
3
+$18.1M
4
UNH icon
UnitedHealth
UNH
+$17.9M
5
ROK icon
Rockwell Automation
ROK
+$17.6M

Top Sells

1
+$24M
2
+$21.2M
3
+$20.5M
4
BLK icon
Blackrock
BLK
+$17.5M
5
DIS icon
Walt Disney
DIS
+$14.3M

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%
+42
829
$13.3K ﹤0.01%
293
-873
830
$9.52K ﹤0.01%
14,000
831
$8.8K ﹤0.01%
667
832
$4.96K ﹤0.01%
+316
833
$2.05K ﹤0.01%
618
834
– –
-40,308
835
– –
-9,236
836
– –
-4,259
837
– –
-5,212
838
– –
-7,150
839
– –
-1,001
840
– –
-2,848
841
– –
-4,107
842
– –
-5,141
843
– –
-2,201
844
– –
-3,100
845
– –
-2,305
846
– –
-1,078
847
– –
-1,806
848
– –
-12,624
849
– –
-4,529
850
– –
-10,567
32 33
34
35 36