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
101
$2.1M 0.1%
54,987
102
$2.07M 0.1%
109,641
+7,164
103
$2.05M 0.1%
36,564
-3,208
104
$1.99M 0.1%
13,080
+319
105
$1.98M 0.1%
22,387
-37,665
106
$1.93M 0.1%
50,045
+2,205
107
$1.93M 0.1%
10,698
+5,271
108
$1.91M 0.09%
64,138
-2,753
109
$1.86M 0.09%
30,384
+17,629
110
$1.82M 0.09%
8,500
+801
111
$1.8M 0.09%
+24,621
112
$1.62M 0.08%
14,897
+1,780
113
$1.62M 0.08%
35,952
-1,412
114
$1.6M 0.08%
2,779
115
$1.6M 0.08%
17,704
-4,645
116
$1.52M 0.08%
9,233
+4,385
117
$1.52M 0.08%
19,362
+1,361
118
$1.51M 0.08%
18,850
+1,664
119
$1.51M 0.07%
+20,146
120
$1.49M 0.07%
20,213
+3,491
121
$1.48M 0.07%
124,824
-12,930
122
$1.39M 0.07%
9,339
+6,812
123
$1.37M 0.07%
19,876
+15,936
124
$1.37M 0.07%
11,527
-340
125
$1.33M 0.07%
9,599
+677
3 4
5
6 7