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
176
$885K 0.04%
9,372
+155
177
$871K 0.04%
10,628
+217
178
$869K 0.04%
11,393
-1,507
179
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8,334
+123
180
$828K 0.04%
2,123
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181
$826K 0.04%
28,303
+1,200
182
$826K 0.04%
23,573
183
$821K 0.04%
7,929
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184
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+16,721
185
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7,247
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186
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9,423
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187
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188
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189
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8,745
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190
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191
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5,476
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193
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23,276
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194
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195
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196
$712K 0.04%
12,869
+1,328
197
$710K 0.04%
4,998
+81
198
$703K 0.03%
7,082
+12
199
$692K 0.03%
2,120
200
$690K 0.03%
7,938
+1,912
6 7
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