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
$618M
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$33.5M
3
+$23.7M
4
HON icon
Honeywell
HON
+$9.7M
5
UNP icon
Union Pacific
UNP
+$9.67M

Top Sells

1
+$11.8M
2
+$8.51M
3
+$6.72M
4
GILD icon
Gilead Sciences
GILD
+$5.45M
5
BA icon
Boeing
BA
+$997K

Sector Composition

1 Financials 11.67%
2 Technology 9.41%
3 Healthcare 9.33%
4 Energy 7.1%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$397K 0.06%
10,175
-321
77
$389K 0.06%
6,400
78
$382K 0.06%
4,703
+100
79
$374K 0.06%
2,030
80
$362K 0.06%
10,576
+2,899
81
$355K 0.06%
5,138
-27
82
$354K 0.06%
20,748
+6,768
83
$346K 0.06%
6,119
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84
$316K 0.05%
4,275
85
$308K 0.05%
12,700
86
$308K 0.05%
3,034
+19
87
$296K 0.05%
+3,229
88
$286K 0.05%
11,508
+4
89
$286K 0.05%
2,900
-50
90
$281K 0.05%
6,800
91
$280K 0.05%
2,197
-7,825
92
$278K 0.05%
3,043
93
$274K 0.04%
6,200
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94
$270K 0.04%
3,000
95
$267K 0.04%
10,607
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96
$266K 0.04%
15,100
97
$260K 0.04%
9,850
98
$256K 0.04%
3,970
+212
99
$254K 0.04%
2,710
-102
100
$249K 0.04%
25,000
1 2 3
4
5