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
$8.56B
AUM Growth
+$715M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$32M
3
+$18.7M
4
ROK icon
Rockwell Automation
ROK
+$17.8M
5
UNH icon
UnitedHealth
UNH
+$17.4M

Top Sells

1
+$25.2M
2
+$24M
3
+$21.8M
4
BLK icon
Blackrock
BLK
+$18.2M
5
DIS icon
Walt Disney
DIS
+$16.8M

Sector Composition

1 Technology 11.97%
2 Financials 5.88%
3 Healthcare 5.86%
4 Consumer Discretionary 4.54%
5 Communication Services 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.97M 0.09%
26,451
+4,553
127
$7.88M 0.09%
31,557
+11,143
128
$7.6M 0.09%
62,798
+1,878
129
$7.6M 0.09%
15,774
-329
130
$7.55M 0.09%
40,438
+358
131
$7.52M 0.09%
47,359
-1,788
132
$7.45M 0.09%
6,050
+5
133
$7.42M 0.09%
128,048
-10,521
134
$7.32M 0.09%
18,407
-2,063
135
$7.26M 0.08%
42,878
+8,471
136
$7.15M 0.08%
7,031
+372
137
$7.12M 0.08%
13,570
+4,708
138
$7.08M 0.08%
282,682
-3,829
139
$7.04M 0.08%
36,502
-597
140
$7.04M 0.08%
303,560
-23,620
141
$6.95M 0.08%
21,862
+18,810
142
$6.94M 0.08%
36,162
-218
143
$6.92M 0.08%
25,591
+1,819
144
$6.81M 0.08%
67,155
+11,483
145
$6.76M 0.08%
23,769
+2,353
146
$6.68M 0.08%
110,020
+20,800
147
$6.52M 0.08%
24,092
-635
148
$6.47M 0.08%
51,493
+1,269
149
$6.35M 0.07%
272,435
-20,035
150
$6.33M 0.07%
63,644
-26,634
4 5
6
7 8