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
$1.6B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$285M
2
+$134M
3
+$96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$17.6M

Top Sells

1
+$66.5M
2
+$37M
3
+$22M
4
ALL icon
Allstate
ALL
+$17.7M
5
TFC icon
Truist Financial
TFC
+$16.7M

Sector Composition

1 Financials 6.95%
2 Communication Services 6.89%
3 Technology 6.8%
4 Industrials 6.52%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$229K 0.01%
+122
277
$224K 0.01%
+1,123
278
$223K 0.01%
1,588
-87
279
$223K 0.01%
+4,081
280
$221K 0.01%
+2,325
281
$221K 0.01%
+4,447
282
$221K 0.01%
+15,294
283
$220K 0.01%
+6,650
284
$219K 0.01%
+6,103
285
$219K 0.01%
597
-18
286
$217K 0.01%
9,785
-1,000
287
$216K 0.01%
+8,005
288
$215K 0.01%
+5,606
289
$215K 0.01%
+1,844
290
$211K 0.01%
+2,596
291
$210K 0.01%
+1,026
292
$210K 0.01%
+1,511
293
$208K 0.01%
11,060
-330
294
$208K 0.01%
1,592
-155
295
$207K 0.01%
+3,634
296
$205K 0.01%
+3,070
297
$205K 0.01%
+3,439
298
$201K 0.01%
+9,417
299
$200K 0.01%
2,194
-134
300
$187K 0.01%
+10,546
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