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
301
$390K 0.02%
3,257
-93
302
$389K 0.02%
+20,600
303
$384K 0.02%
1,896
-147
304
$383K 0.02%
+6,088
305
$381K 0.02%
4,766
-15,110
306
$381K 0.02%
4,088
307
$374K 0.02%
7,417
-60
308
$373K 0.02%
3,745
-426
309
$371K 0.02%
+6,776
310
$370K 0.02%
4,720
+500
311
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10,512
-6,756
312
$363K 0.01%
4,283
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313
$351K 0.01%
5,392
-515
314
$348K 0.01%
1,153
-40
315
$343K 0.01%
+4,035
316
$342K 0.01%
4,978
-1,636
317
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3,942
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318
$339K 0.01%
8,127
319
$338K 0.01%
5,834
320
$332K 0.01%
2,386
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321
$322K 0.01%
4,427
+1,023
322
$317K 0.01%
2,222
+59
323
$313K 0.01%
5,109
-2,188
324
$312K 0.01%
1,193
+153
325
$309K 0.01%
3,636
+694
11 12
13
14 15