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
101
$4.5M 0.14%
196,727
-11,301
102
$4.41M 0.14%
48,054
-6,001
103
$4.37M 0.14%
19,647
+942
104
$4.27M 0.14%
24,129
-1,427
105
$4.23M 0.13%
166,045
-1,340
106
$4.2M 0.13%
159,042
-4,678
107
$4.19M 0.13%
65,496
+6,598
108
$4.12M 0.13%
30,405
+2,470
109
$3.93M 0.13%
+28,671
110
$3.93M 0.12%
242,080
-52,392
111
$3.92M 0.12%
89,447
+78,525
112
$3.87M 0.12%
35,754
+20,870
113
$3.86M 0.12%
58,214
+44,566
114
$3.83M 0.12%
28,862
-194
115
$3.83M 0.12%
17,344
+1,077
116
$3.79M 0.12%
97,045
+39,695
117
$3.79M 0.12%
44,488
-4,162
118
$3.7M 0.12%
95,959
+6,832
119
$3.66M 0.12%
49,778
-172,801
120
$3.66M 0.12%
27,109
+23,441
121
$3.61M 0.11%
67,702
+1,385
122
$3.59M 0.11%
52,051
+40,971
123
$3.58M 0.11%
98,755
+2,502
124
$3.44M 0.11%
13,508
+1,800
125
$3.34M 0.11%
12,158
+2,163
3 4
5
6 7