EWA
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EP Wealth Advisors’s AppFolio APPF Stock Holding History

EP Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$336K Buy
1,457
+3
+0.2% +$691 ﹤0.01% 952
2025
Q1 		$320K Buy
+1,454
New +$320K ﹤0.01% 886