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
201
$1.37M 0.04%
751
-28
202
$1.35M 0.04%
17,852
+447
203
$1.35M 0.04%
26,343
-1,987
204
$1.34M 0.04%
25,710
+5,180
205
$1.34M 0.04%
3,754
+80
206
$1.34M 0.04%
21,719
+1,625
207
$1.33M 0.04%
24,001
+3,493
208
$1.32M 0.04%
41,563
-4,964
209
$1.31M 0.04%
11,488
+1,017
210
$1.31M 0.04%
55,188
-6,563
211
$1.28M 0.04%
14,111
-392
212
$1.21M 0.04%
10,319
+145
213
$1.16M 0.04%
7,272
-577
214
$1.16M 0.04%
11,942
-388
215
$1.15M 0.04%
13,622
+6,569
216
$1.14M 0.04%
18,307
+1,817
217
$1.13M 0.04%
8,877
+1,288
218
$1.11M 0.04%
5,863
-613
219
$1.1M 0.04%
27,462
+156
220
$1.08M 0.03%
16,787
+1,102
221
$1.05M 0.03%
14,257
-1,691
222
$1.05M 0.03%
21,357
-25
223
$1.03M 0.03%
28,388
-3,437
224
$1.02M 0.03%
14,704
+546
225
$1.01M 0.03%
9,194
-2,336
7 8
9
10 11