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
351
$266K 0.01%
10,230
+2,482
352
$266K 0.01%
1,991
+189
353
$265K 0.01%
600
354
$265K 0.01%
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355
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-384
356
$259K 0.01%
4,940
-1,750
357
$258K 0.01%
5,144
-4,272
358
$254K 0.01%
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359
$253K 0.01%
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360
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122
-25
361
$250K 0.01%
3,851
-753
362
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+9,855
363
$246K 0.01%
+4,568
364
$245K 0.01%
2,116
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365
$243K 0.01%
+1,645
366
$242K 0.01%
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367
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368
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2,596
369
$234K 0.01%
+5,109
370
$233K 0.01%
+4,252
371
$228K 0.01%
+1,994
372
$226K 0.01%
+7,730
373
$226K 0.01%
+2,411
374
$224K 0.01%
4,240
-4
375
$222K 0.01%
2,905
-160
13 14
15
16 17