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
176
$1.79M 0.06%
3,765
+1,215
177
$1.78M 0.06%
22,705
+2,929
178
$1.77M 0.06%
36,105
-27,542
179
$1.76M 0.06%
41,568
-20
180
$1.76M 0.06%
36,816
-1,755
181
$1.71M 0.05%
128,040
-2,200
182
$1.71M 0.05%
28,578
-2,669
183
$1.71M 0.05%
42,193
+2,559
184
$1.7M 0.05%
+40,363
185
$1.68M 0.05%
18,817
+14,977
186
$1.67M 0.05%
25,509
+19,872
187
$1.6M 0.05%
62,066
-11,047
188
$1.56M 0.05%
+9,118
189
$1.53M 0.05%
18,051
-89
190
$1.53M 0.05%
6,757
+502
191
$1.53M 0.05%
8,186
+502
192
$1.52M 0.05%
16,391
+3,954
193
$1.51M 0.05%
+15,070
194
$1.51M 0.05%
5,477
-323
195
$1.51M 0.05%
+11,478
196
$1.47M 0.05%
13,898
+3
197
$1.46M 0.05%
3,963
+314
198
$1.45M 0.05%
14,302
+6,576
199
$1.43M 0.05%
7,435
-286
200
$1.39M 0.04%
13,400
-1,000
6 7
8
9 10