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
251
$608K 0.03%
+20,417
252
$606K 0.03%
+37,413
253
$604K 0.02%
+14,385
254
$601K 0.02%
4,544
+1,586
255
$599K 0.02%
10,776
-2,424
256
$598K 0.02%
+4,993
257
$598K 0.02%
+20,948
258
$597K 0.02%
2,920
-226
259
$597K 0.02%
5,960
-2,785
260
$595K 0.02%
8,342
+37
261
$581K 0.02%
15,865
+769
262
$580K 0.02%
7,827
263
$561K 0.02%
37,799
-761
264
$551K 0.02%
3,080
+870
265
$550K 0.02%
11,206
-32
266
$550K 0.02%
+8,072
267
$547K 0.02%
+10,894
268
$546K 0.02%
11,490
+4,412
269
$544K 0.02%
5,747
+2,972
270
$542K 0.02%
92,080
+44,520
271
$525K 0.02%
2,700
+159
272
$520K 0.02%
+7,074
273
$506K 0.02%
+17,632
274
$501K 0.02%
9,318
+1,467
275
$495K 0.02%
17,121
+2,068
9 10
11
12 13