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
1
$418M 13.29%
1,625,751
+206,785
2
$281M 8.93%
2,136,610
+35,205
3
$130M 4.14%
1,066,980
+155,435
4
$89.6M 2.85%
380,073
+69,949
5
$65M 2.07%
426,790
+33,459
6
$60M 1.91%
151,429
+6,104
7
$57M 1.81%
368,380
+37,900
8
$54.7M 1.74%
530,780
+24,580
9
$52.1M 1.66%
326,834
-6,892
10
$49.4M 1.57%
300,548
+18,271
11
$44.6M 1.42%
335,791
+60,428
12
$42.7M 1.36%
231,433
+3,961
13
$41.5M 1.32%
54,976
+10,043
14
$40.3M 1.28%
185,472
+16,941
15
$37.5M 1.19%
808,010
+78,450
16
$37.3M 1.19%
176,339
+24,661
17
$37.1M 1.18%
105,141
+12,221
18
$37M 1.17%
125,477
+10,321
19
$34.7M 1.1%
671,043
+174,061
20
$34.4M 1.09%
144,005
+21,932
21
$32.7M 1.04%
227,829
+14,802
22
$31.6M 1%
476,975
+71,190
23
$29.9M 0.95%
273,480
+62,961
24
$29.3M 0.93%
120,322
-24,767
25
$28.5M 0.91%
201,554
+34,185
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