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
151
$1.06M 0.05%
10,356
+752
152
$1.04M 0.05%
19,755
-25
153
$1.04M 0.05%
12,801
+3,719
154
$1.02M 0.05%
12,551
+603
155
$1.01M 0.05%
63,396
-7,680
156
$989K 0.05%
17,936
+181
157
$980K 0.05%
10,809
+176
158
$979K 0.05%
13,262
-4,074
159
$977K 0.05%
779
160
$963K 0.05%
37,025
+205
161
$962K 0.05%
15,012
+80
162
$959K 0.05%
+16,597
163
$958K 0.05%
17,409
+900
164
$956K 0.05%
13,563
-3,045
165
$955K 0.05%
16,957
+125
166
$952K 0.05%
23,301
+8,342
167
$944K 0.05%
12,932
-219
168
$940K 0.05%
19,483
+1,190
169
$940K 0.05%
4,239
170
$939K 0.05%
12,406
-1,059
171
$937K 0.05%
8,344
-614
172
$929K 0.05%
9,112
-630
173
$919K 0.05%
16,434
+9,238
174
$897K 0.04%
3,246
-960
175
$891K 0.04%
38,991
+1,650
5 6
7
8 9