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
$2.43B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.8M
3
+$15.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$20.2M
2
+$11.3M
3
+$6.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.52M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.92M

Sector Composition

1 Technology 8.58%
2 Financials 6.82%
3 Industrials 5.03%
4 Communication Services 4.57%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$733K 0.03%
24,810
-1,328
227
$733K 0.03%
+7,821
228
$727K 0.03%
+6,242
229
$726K 0.03%
+12,984
230
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-430
231
$688K 0.03%
8,449
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232
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+11,997
233
$682K 0.03%
11,189
-159
234
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235
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236
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11,476
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237
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3,395
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238
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239
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4,829
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240
$658K 0.03%
54,032
241
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242
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26,400
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243
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2,120
244
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245
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20,631
-2,421
246
$633K 0.03%
10,778
-1,549
247
$626K 0.03%
+22,213
248
$619K 0.03%
7,700
-58
249
$619K 0.03%
16,467
+5,711
250
$617K 0.03%
+11,984
8 9
10
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