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
201
$3.76M 0.04%
52,097
-810
202
$3.73M 0.04%
25,158
-22
203
$3.68M 0.04%
13,029
-3,564
204
$3.66M 0.04%
20,683
+127
205
$3.64M 0.04%
20,915
-360
206
$3.64M 0.04%
28,601
+4,578
207
$3.63M 0.04%
62,697
+129
208
$3.6M 0.04%
69,843
-5,022
209
$3.6M 0.04%
92,699
-1,267
210
$3.5M 0.04%
69,395
-9,329
211
$3.44M 0.04%
46,932
-534
212
$3.38M 0.04%
37,365
-1,147
213
$3.36M 0.04%
23,970
+2,551
214
$3.32M 0.04%
42,987
-60,598
215
$3.26M 0.04%
49,708
-5,890
216
$3.26M 0.04%
29,594
-851
217
$3.13M 0.04%
28,941
-492
218
$3.08M 0.04%
184,955
+39
219
$3.08M 0.04%
15,264
-96
220
$3.07M 0.04%
20,678
+3,379
221
$3.07M 0.04%
121,212
+486
222
$3.02M 0.04%
126,752
+5,503
223
$2.99M 0.04%
12,490
+14
224
$2.99M 0.03%
83,500
225
$2.97M 0.03%
27,633
+3,322
7 8
9
10 11