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
276
$490K 0.02%
5,855
-93
277
$480K 0.02%
4,496
-982
278
$479K 0.02%
7,090
-3
279
$472K 0.02%
7,725
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280
$471K 0.02%
4,362
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281
$462K 0.02%
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282
$452K 0.02%
708
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283
$451K 0.02%
7,917
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284
$450K 0.02%
22,431
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285
$445K 0.02%
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286
$444K 0.02%
+17,118
287
$441K 0.02%
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288
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289
$437K 0.02%
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290
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9,610
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291
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292
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293
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4,241
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294
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295
$423K 0.02%
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296
$414K 0.02%
2,734
297
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298
$412K 0.02%
+9,371
299
$409K 0.02%
12,650
-990
300
$399K 0.02%
6,413
+1,033
10 11
12
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