EWA

EP Wealth Advisors Portfolio holdings

AUM $12.5B
This Quarter Return
-2.07%
1 Year Return
+8.8%
3 Year Return
+24.9%
5 Year Return
+115.48%
10 Year Return
+193.35%
AUM
$12.5B
AUM Growth
+$264M
Cap. Flow
+$657M
Cap. Flow %
5.25%
Top 10 Hldgs %
33.41%
Holding
1,383
New
149
Increased
536
Reduced
531
Closed
101

Top Buys

1
$109M
2
$62.7M
3
$44.8M
4
$42.8M
5
$40.7M

Top Sells

1
$65.6M
2
$38.2M
3
$27M
4
$19.9M
5
$16.9M

Sector Composition

1Technology11.25%
2Financials5.91%
3Healthcare4.16%
4Consumer Discretionary3.89%
5Industrials3.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$224K﹤0.01% 2,563
-245
-9%
-$21.4K
$224K﹤0.01% 611
+112
+22%
+$41.1K
$224K﹤0.01% 2,765––
$224K﹤0.01% 5,151
+650
+14%
+$28.2K
$224K﹤0.01%
+3,422
 New
+$224K
$224K﹤0.01% 7,247
-891
-11%
-$27.5K
$223K﹤0.01%
+27,681
 New
+$223K
$223K﹤0.01%
+23,260
 New
+$223K
$223K﹤0.01% 914
-2
-0.2%
-$487
$222K﹤0.01% 4,431
+223
+5%
+$11.2K
$222K﹤0.01% 28,651
+7,811
+37%
+$60.6K
$222K﹤0.01% 14,777
+2,272
+18%
+$34.1K
$222K﹤0.01% 3,684
-4,124
-53%
-$248K
$221K﹤0.01%
+33,244
 New
+$221K
$221K﹤0.01% 2,211
+249
+13%
+$24.9K
$220K﹤0.01%
+8,846
 New
+$220K
$218K﹤0.01%
+2,441
 New
+$218K
$218K﹤0.01% 3,468––
$217K﹤0.01%
+2,387
 New
+$217K
$217K﹤0.01%
+421
 New
+$217K
$217K﹤0.01%
+8,910
 New
+$217K
$217K﹤0.01%
+4,422
 New
+$217K
$217K﹤0.01%
+4,610
 New
+$217K
$216K﹤0.01% 14,295
+4,246
+42%
+$64K
$215K﹤0.01% 9,892
-366
-4%
-$7.96K
1 424344454656