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
251
$1.83M 0.03%
+8,910
252
$1.81M 0.03%
602,861
+503,113
253
$1.8M 0.03%
9,387
-6,827
254
$1.79M 0.03%
10,276
-558
255
$1.79M 0.03%
6,954
-15,920
256
$1.78M 0.03%
8,954
+5,735
257
$1.78M 0.03%
10,010
-1,035,416
258
$1.78M 0.03%
41,405
+6,680
259
$1.77M 0.03%
393,281
+324,938
260
$1.76M 0.03%
+21,766
261
$1.74M 0.03%
1,128,500
-8,404,700
262
$1.74M 0.03%
30,286
+23,603
263
$1.72M 0.02%
6,586
-216,619
264
$1.71M 0.02%
800
-155,297
265
$1.71M 0.02%
37,245
-1,320,198
266
$1.71M 0.02%
87,166
+53,450
267
$1.68M 0.02%
60
-443,636
268
$1.68M 0.02%
19,083
-39,601
269
$1.68M 0.02%
7,927
+2,132
270
$1.66M 0.02%
10,912
+1,127
271
$1.65M 0.02%
68,438
+35,795
272
$1.62M 0.02%
12,624
-99,561
273
$1.61M 0.02%
1,822,813
274
$1.61M 0.02%
10,317
+317
275
$1.6M 0.02%
131,680
+114,176
9 10
11
12 13