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
326
$1.04M 0.02%
106,602
+105,709
327
$1.04M 0.02%
4,197
-1,824
328
$1.03M 0.01%
38,337
+33,137
329
$1.03M 0.01%
14,126
-3,311
330
$1.03M 0.01%
3,857
-7,806
331
$1.03M 0.01%
54,138
-4,532
332
$1.02M 0.01%
18,946
+14,480
333
$1.02M 0.01%
8,427
-273,717
334
$1.02M 0.01%
30,435
+11,700
335
$1.02M 0.01%
4,802
+405
336
$1.01M 0.01%
1,305
-314,180
337
$1.01M 0.01%
+17,504
338
$999K 0.01%
66,522
+65,411
339
$989K 0.01%
15,500
+8,148
340
$987K 0.01%
4,529
341
$981K 0.01%
36,908
+19,667
342
$975K 0.01%
34,355
+23,333
343
$963K 0.01%
331,444
+326,366
344
$951K 0.01%
34,102
+29,824
345
$944K 0.01%
22,874
+49
346
$944K 0.01%
902
-6,699
347
$942K 0.01%
7,437
-2,784
348
$939K 0.01%
20,550
+18,684
349
$935K 0.01%
+6,026
350
$933K 0.01%
46,150
+43,920
12 13
14
15 16