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
151
$6.15M 0.07%
47,862
+1,935
152
$5.98M 0.07%
255,620
+74,025
153
$5.89M 0.07%
18,828
+798
154
$5.88M 0.07%
96,155
+3,616
155
$5.88M 0.07%
14,727
-120
156
$5.78M 0.07%
25,701
-55
157
$5.77M 0.07%
69,092
+132
158
$5.71M 0.07%
141,851
-1,308
159
$5.66M 0.07%
54,061
+248
160
$5.65M 0.07%
22,622
+2,319
161
$5.51M 0.06%
46,169
+100
162
$5.45M 0.06%
123,431
+17,814
163
$5.42M 0.06%
175,416
+135,254
164
$5.4M 0.06%
28,273
+1,935
165
$5.37M 0.06%
259,602
-1,665
166
$5.32M 0.06%
11,695
-13
167
$5.18M 0.06%
89,154
-6,520
168
$5.12M 0.06%
17,787
+1,096
169
$5.1M 0.06%
261,486
-9,808
170
$4.99M 0.06%
54,665
-1,422
171
$4.98M 0.06%
21,863
+258
172
$4.97M 0.06%
7,114
-136
173
$4.96M 0.06%
169,823
+37,184
174
$4.79M 0.06%
192,959
-2,240
175
$4.7M 0.06%
112,068
+6,668
5 6
7
8 9