EWA

EP Wealth Advisors Portfolio holdings

AUM $12.5B
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
$100K﹤0.01% 4,300
-48
-1%
-$1.12K
$99.7K﹤0.01%
+11,046
 New
+$99.7K
$99.1K﹤0.01%
+12,415
 New
+$99.1K
$95.4K﹤0.01% 22,765
+6,577
+41%
+$27.6K
$95.4K﹤0.01% 15,507
+5,453
+54%
+$33.5K
$95.3K﹤0.01% 17,011
+3,572
+27%
+$20K
$94K﹤0.01% 10,929
-11,891
-52%
-$102K
$87.6K﹤0.01% 27,292
+9,154
+50%
+$29.4K
$87.4K﹤0.01%
+21,470
 New
+$87.4K
$84.2K﹤0.01% 14,148
-587
-4%
-$3.49K
$80.1K﹤0.01% 16,477
+1,747
+12%
+$8.49K
$79.1K﹤0.01% 12,663
-44
-0.4%
-$275
$76.3K﹤0.01% 11,389
-727
-6%
-$4.87K
$74.1K﹤0.01% 15,249
+3,790
+33%
+$18.4K
$69.3K﹤0.01%
+15,720
 New
+$69.3K
$55.5K﹤0.01% 11,509
+942
+9%
+$4.54K
$52.6K﹤0.01%
+11,195
 New
+$52.6K
$48.5K﹤0.01% 29,238
+338
+1%
+$561
$48.2K﹤0.01%
+14,000
 New
+$48.2K
$42.4K﹤0.01%
+15,750
 New
+$42.4K
$41.4K﹤0.01% 21,000––
$39.1K﹤0.01% 41,167––
$34.1K﹤0.01%
+10,000
 New
+$34.1K
$28K﹤0.01% 28,000––
$24.9K﹤0.01%
+34,725
 New
+$24.9K
1 495051525356