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
126
$3.34M 0.11%
+32,577
127
$3.33M 0.11%
15,283
-780
128
$3.26M 0.1%
130,956
+74,416
129
$3.24M 0.1%
61,454
-3,687
130
$3.22M 0.1%
148,062
-18,006
131
$3.18M 0.1%
70,293
+3,540
132
$3.17M 0.1%
55,212
-486
133
$3.03M 0.1%
25,308
+13,311
134
$3.02M 0.1%
49,300
+37,488
135
$3.01M 0.1%
8,832
+1,002
136
$2.96M 0.09%
+42,689
137
$2.95M 0.09%
56,665
+13,195
138
$2.88M 0.09%
17,854
+7,556
139
$2.82M 0.09%
23,889
+1,745
140
$2.81M 0.09%
28,569
+19
141
$2.8M 0.09%
270,526
+21,188
142
$2.8M 0.09%
51,726
+1,509
143
$2.75M 0.09%
27,495
-17
144
$2.68M 0.09%
+6,684
145
$2.67M 0.08%
31,922
+1,447
146
$2.67M 0.08%
+30,893
147
$2.62M 0.08%
10,653
+483
148
$2.6M 0.08%
42,895
+12,433
149
$2.47M 0.08%
29,374
-38
150
$2.45M 0.08%
78,821
+19,575
4 5
6
7 8