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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
851
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-10,354
852
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-13,642
853
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-7,546
854
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-16,464
855
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-17,105
856
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-4,318
857
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-7,345
858
– –
-2,677
859
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-2,540
860
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-393
861
– –
-922
862
– –
-9,441
863
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-2,121
864
– –
-4,650
865
– –
-7,294
866
– –
-1,457
867
– –
-1,490
868
– –
-5,184
869
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-889
870
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-90,700
871
– –
-1,727
872
– –
-5,500
873
– –
-7,153
874
– –
-3,455
875
– –
-1,671
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