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
301
$1.2M 0.02%
54,730
+49,895
302
$1.19M 0.02%
6,683
-44,573
303
$1.18M 0.02%
3,799
304
$1.18M 0.02%
980,535
+464,610
305
$1.18M 0.02%
212,296
+179,133
306
$1.16M 0.02%
75,820
+8,892
307
$1.14M 0.02%
7,769,510
+7,758,604
308
$1.14M 0.02%
+76,089
309
$1.13M 0.02%
1,076,000
+1,043,916
310
$1.12M 0.02%
19,442
+11,221
311
$1.12M 0.02%
22,747
+18,538
312
$1.1M 0.02%
25,764
-8,529
313
$1.1M 0.02%
18,045
-21,455
314
$1.09M 0.02%
9,119
-5,306
315
$1.09M 0.02%
165,838
+127,913
316
$1.09M 0.02%
80,111
+65,985
317
$1.08M 0.02%
157,047
+137,247
318
$1.07M 0.02%
8,348
-6,638
319
$1.07M 0.02%
94,246
+91,778
320
$1.07M 0.02%
14,894
-3,321
321
$1.07M 0.02%
5,205
-44,795
322
$1.06M 0.02%
70,639
+51,312
323
$1.06M 0.02%
10,777
+5,368
324
$1.05M 0.02%
14,190
+9,374
325
$1.04M 0.02%
9,785
+8,041
11 12
13
14 15