EWA
EP Wealth Advisors Portfolio holdings
AUM $12.5B
AUM
$12.5B
AUM Growth
+$264M (+2%)
Cap. Flow
+$677M
Cap. Flow % of AUM
5.41%
Top 10 Holdings %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
| 1 | Technology | 11.25% |
| 2 | Financials | 5.91% |
| 3 | Healthcare | 4.16% |
| 4 | Consumer Discretionary | 3.89% |
| 5 | Industrials | 3.62% |