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
$2.02B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$53.2M
3
+$26.5M
4
AMZN icon
Amazon
AMZN
+$22.3M
5
ALL icon
Allstate
ALL
+$20.9M

Top Sells

1
+$13.4M
2
+$3.33M
3
+$1.34M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
SSD icon
Simpson Manufacturing
SSD
+$1.11M

Sector Composition

1 Technology 8.08%
2 Financials 7.27%
3 Industrials 5.59%
4 Communication Services 5.47%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.17%
26,913
+3,427
77
$3.34M 0.17%
+21,656
78
$3.31M 0.16%
73,339
-2,896
79
$3.3M 0.16%
18,994
+3,181
80
$3.27M 0.16%
21,586
+6,952
81
$3.21M 0.16%
73,128
+1,070
82
$3.16M 0.16%
27,659
+6,009
83
$3.15M 0.16%
92,531
-390
84
$3.05M 0.15%
59,138
+107
85
$2.98M 0.15%
7,965
+925
86
$2.97M 0.15%
15,421
+525
87
$2.94M 0.15%
48,283
+247
88
$2.93M 0.15%
+25,873
89
$2.83M 0.14%
27,605
-3,119
90
$2.77M 0.14%
47,803
-8,094
91
$2.74M 0.14%
13,949
+41
92
$2.69M 0.13%
49,904
-1,985
93
$2.66M 0.13%
+19,755
94
$2.52M 0.12%
+13,008
95
$2.43M 0.12%
59,219
+3,482
96
$2.4M 0.12%
16,210
-111
97
$2.39M 0.12%
17,375
+2,443
98
$2.28M 0.11%
19,589
+15,589
99
$2.27M 0.11%
45,009
-3,629
100
$2.24M 0.11%
30,798
+210
2 3
4
5 6