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
126
$1.3M 0.06%
25,812
+12,158
127
$1.27M 0.06%
26,649
-1,261
128
$1.27M 0.06%
20,561
+3,177
129
$1.25M 0.06%
7,506
-131
130
$1.24M 0.06%
31,317
+621
131
$1.23M 0.06%
24,495
+165
132
$1.22M 0.06%
69,885
+107
133
$1.21M 0.06%
20,463
-9,103
134
$1.2M 0.06%
4,395
+920
135
$1.2M 0.06%
38,502
+147
136
$1.19M 0.06%
113,744
-1,000
137
$1.19M 0.06%
28,110
-2,570
138
$1.16M 0.06%
24,460
-4,161
139
$1.14M 0.06%
52,455
-44,035
140
$1.14M 0.06%
9,579
+3,910
141
$1.12M 0.06%
16,558
+90
142
$1.11M 0.06%
36,537
+257
143
$1.11M 0.05%
26,856
-4,596
144
$1.1M 0.05%
8,721
+167
145
$1.09M 0.05%
20,132
-1,588
146
$1.09M 0.05%
+32,353
147
$1.09M 0.05%
19,619
+454
148
$1.08M 0.05%
40,276
+1,540
149
$1.08M 0.05%
11,274
-441
150
$1.08M 0.05%
+12,884
4 5
6
7 8