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
176
$4.62M 0.05%
40,618
+1,278
177
$4.52M 0.05%
15,077
-66
178
$4.51M 0.05%
60,814
-8,595
179
$4.51M 0.05%
34,368
-2,354
180
$4.49M 0.05%
35,647
-1,159
181
$4.39M 0.05%
163,161
-492,900
182
$4.37M 0.05%
60,230
-11,091
183
$4.33M 0.05%
54,054
+5,393
184
$4.33M 0.05%
8,583
+71
185
$4.33M 0.05%
34,526
-837
186
$4.25M 0.05%
130,117
-9,648
187
$4.25M 0.05%
17,171
-151
188
$4.25M 0.05%
142,657
-29,604
189
$4.22M 0.05%
89,655
-3,627
190
$4.18M 0.05%
82,325
-19,060
191
$4.02M 0.05%
41,330
+9,240
192
$3.97M 0.05%
32,292
+610
193
$3.92M 0.05%
95,372
-2,377
194
$3.9M 0.05%
37,955
+498
195
$3.88M 0.05%
43,137
+1,662
196
$3.86M 0.05%
155,063
+7,925
197
$3.86M 0.05%
15,457
+925
198
$3.83M 0.04%
10,466
+1,588
199
$3.81M 0.04%
5,863
+576
200
$3.78M 0.04%
38,253
-70
6 7
8
9 10