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
201
$681K 0.03%
8,769
+645
202
$676K 0.03%
16,535
-196
203
$670K 0.03%
19,102
-2,066
204
$658K 0.03%
12,327
+945
205
$645K 0.03%
23,052
-1,393
206
$641K 0.03%
11,348
+88
207
$639K 0.03%
54,032
208
$628K 0.03%
3,748
+191
209
$624K 0.03%
+31,000
210
$617K 0.03%
8,305
+2,627
211
$591K 0.03%
38,560
-3,147
212
$588K 0.03%
13,200
-554
213
$587K 0.03%
+3,634
214
$587K 0.03%
12,746
+7,360
215
$584K 0.03%
5,478
+2,400
216
$583K 0.03%
+7,758
217
$566K 0.03%
15,096
+1,543
218
$551K 0.03%
11,238
+42
219
$532K 0.03%
17,268
-384
220
$520K 0.03%
+5,948
221
$501K 0.02%
9,940
222
$496K 0.02%
748
223
$486K 0.02%
2,672
+109
224
$485K 0.02%
7,827
-5,000
225
$478K 0.02%
3,146
-24
7 8
9
10 11