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
151
$2.41M 0.08%
+18,804
152
$2.41M 0.08%
+12,368
153
$2.38M 0.08%
+46,968
154
$2.37M 0.08%
9,991
-872
155
$2.35M 0.07%
66,152
-11,311
156
$2.26M 0.07%
6,315
+689
157
$2.25M 0.07%
10,041
+91
158
$2.23M 0.07%
85,272
159
$2.2M 0.07%
9,057
+1,240
160
$2.2M 0.07%
37,781
+316
161
$2.13M 0.07%
28,716
+25,508
162
$2.12M 0.07%
4,462
+270
163
$2.12M 0.07%
132,330
+23,694
164
$2.12M 0.07%
12,439
-33,379
165
$2.1M 0.07%
23,102
+4,162
166
$1.99M 0.06%
28,341
+14,174
167
$1.97M 0.06%
61,251
+52,953
168
$1.95M 0.06%
+30,010
169
$1.93M 0.06%
37,077
-1,440
170
$1.91M 0.06%
7,365
+6,095
171
$1.89M 0.06%
71,744
-3,250
172
$1.84M 0.06%
68,236
+8,090
173
$1.83M 0.06%
30,932
+4,607
174
$1.8M 0.06%
20,301
+3,111
175
$1.8M 0.06%
14,352
-5,185
5 6
7
8 9