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
276
$1.6M 0.02%
101,100
+90,200
277
$1.6M 0.02%
2,860
-30,568
278
$1.59M 0.02%
4,015
+222
279
$1.57M 0.02%
24,134
-23,804
280
$1.56M 0.02%
5,754
+3,932
281
$1.46M 0.02%
39,108
+27,546
282
$1.46M 0.02%
450,000
-674,357
283
$1.45M 0.02%
31,000
+26,757
284
$1.44M 0.02%
+10,000
285
$1.44M 0.02%
12,388
-424,504
286
$1.38M 0.02%
25,025
-266,267
287
$1.37M 0.02%
23,579
-84,460
288
$1.35M 0.02%
32,643
+17,221
289
$1.34M 0.02%
13,951
-6,450
290
$1.34M 0.02%
17,707
+13,680
291
$1.33M 0.02%
71,043
+71,041
292
$1.3M 0.02%
81,217
+62,148
293
$1.3M 0.02%
45,632
-435,121
294
$1.27M 0.02%
22,825
+19,493
295
$1.26M 0.02%
11,274
+4,320
296
$1.25M 0.02%
315,485
+304,573
297
$1.25M 0.02%
16,728
+15,476
298
$1.25M 0.02%
53,014
+46,428
299
$1.21M 0.02%
8,495
-3,632
300
$1.21M 0.02%
6,913
-7,245
10 11
12
13 14