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
$4.23B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.9M
3
+$20.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.2M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.7M

Top Sells

1
+$46.3M
2
+$37.4M
3
+$18.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.1M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$6.91M

Sector Composition

1 Technology 14.16%
2 Healthcare 7.09%
3 Consumer Discretionary 6.93%
4 Financials 5.86%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$594K 0.01%
7,283
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327
$592K 0.01%
2,524
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335
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336
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337
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338
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343
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344
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345
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346
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1,339
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347
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348
$517K 0.01%
1,064
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349
$510K 0.01%
3,328
350
$508K 0.01%
5,992
+53
12 13
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15 16