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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$19.6M
3
+$13.8M
4
VUG icon
Vanguard Growth ETF
VUG
+$12.7M
5
ATVI
Activision Blizzard
ATVI
+$11.8M

Top Sells

1
+$15M
2
+$12.3M
3
+$11.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.03M
5
MPC icon
Marathon Petroleum
MPC
+$6.96M

Sector Composition

1 Technology 9.06%
2 Financials 6.68%
3 Communication Services 4.56%
4 Healthcare 4.48%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$203K 0.01%
6,051
-5,439
352
$180K 0.01%
10,000
353
$130K 0.01%
2,638
-150
354
$113K 0.01%
+12,468
355
$90K ﹤0.01%
18,688
+4,185
356
$68K ﹤0.01%
+10,141
357
$64K ﹤0.01%
14,192
-1,320
358
$64K ﹤0.01%
2,611
+274
359
$60K ﹤0.01%
+15,829
360
$34K ﹤0.01%
+11,130
361
$33K ﹤0.01%
97
362
$12K ﹤0.01%
2,703
363
– –
-2,199
364
– –
-3,636
365
– –
-7,313
366
– –
-1,510
367
– –
-5,292
368
– –
-7,725
369
– –
-129,117
370
– –
-4,020
371
– –
-2,596
372
– –
-3,050
373
– –
-600
374
– –
-5,109
375
– –
-5,523
13 14
15
16 17