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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.14M 0.03%
53,357
-19,273
227
$2.14M 0.03%
+822,549
228
$2.12M 0.03%
1,714
-79,503
229
$2.1M 0.03%
5,683
-14,393
230
$2.09M 0.03%
4,974
-49,756
231
$2.07M 0.03%
2
-1,513
232
$2.07M 0.03%
175,384
+170,545
233
$2.07M 0.03%
6,685
-44,931
234
$2.07M 0.03%
5,759
-1,827
235
$2.07M 0.03%
54,954
+45,267
236
$2.05M 0.03%
2,108,370
+2,088,200
237
$2.04M 0.03%
3,219
+748
238
$2.01M 0.03%
190,664
+182,889
239
$2M 0.03%
2,421
-23,488
240
$1.97M 0.03%
1,773
-10,660
241
$1.95M 0.03%
3,261,105
+3,235,693
242
$1.94M 0.03%
436,892
+425,264
243
$1.94M 0.03%
54,886
+31,530
244
$1.93M 0.03%
36,812
+28,746
245
$1.89M 0.03%
19,292
+17,621
246
$1.86M 0.03%
+3,869
247
$1.86M 0.03%
+9,291
248
$1.84M 0.03%
11,170
+9,020
249
$1.84M 0.03%
15,398
-64,713
250
$1.83M 0.03%
66,983
+59,243
8 9
10
11 12