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
$3.15B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$24.8M
3
+$23.1M
4
GM icon
General Motors
GM
+$20.6M
5
AAPL icon
Apple
AAPL
+$19M

Top Sells

1
+$289M
2
+$12.7M
3
+$8.99M
4
SYK icon
Stryker
SYK
+$6.03M
5
UPS icon
United Parcel Service
UPS
+$5.68M

Sector Composition

1 Technology 12.47%
2 Financials 7.59%
3 Healthcare 7.29%
4 Consumer Discretionary 5.89%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.88M 0.22%
120,476
-4,313
77
$6.82M 0.22%
31,796
+12,952
78
$6.59M 0.21%
69,261
+65,679
79
$6.41M 0.2%
120,224
+39,865
80
$6.26M 0.2%
75,842
-108,963
81
$6.22M 0.2%
160,846
+43,116
82
$5.97M 0.19%
102,758
+8,669
83
$5.96M 0.19%
187,556
+149,059
84
$5.95M 0.19%
26,538
+15,519
85
$5.88M 0.19%
18,172
+2,858
86
$5.78M 0.18%
+17,487
87
$5.67M 0.18%
12,414
+111
88
$5.52M 0.18%
66,629
+62,619
89
$5.5M 0.18%
32,748
+528
90
$5.42M 0.17%
38,376
-218
91
$5.35M 0.17%
37,773
+1,100
92
$5.32M 0.17%
108,246
+6,986
93
$5.28M 0.17%
103,462
+85,312
94
$5.04M 0.16%
20,268
-835
95
$4.93M 0.16%
37,221
+21,577
96
$4.78M 0.15%
61,048
+40,668
97
$4.74M 0.15%
75,599
-2,080
98
$4.71M 0.15%
49,501
-21,946
99
$4.7M 0.15%
42,962
+1,822
100
$4.67M 0.15%
+20,405
2 3
4
5 6