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
376
$222K 0.01%
+1,391
377
$221K 0.01%
+7,313
378
$220K 0.01%
+5,523
379
$218K 0.01%
615
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380
$217K 0.01%
2,750
-1,187
381
$216K 0.01%
4,053
-15
382
$215K 0.01%
+3,584
383
$214K 0.01%
8,859
-2,394
384
$214K 0.01%
+4,121
385
$213K 0.01%
12,750
-7,150
386
$211K 0.01%
11,086
-3,010
387
$211K 0.01%
5,294
-497
388
$209K 0.01%
+3,112
389
$209K 0.01%
+3,365
390
$209K 0.01%
3,206
-106
391
$206K 0.01%
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392
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+1,497
393
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394
$203K 0.01%
9,417
395
$202K 0.01%
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396
$201K 0.01%
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-800
397
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+2,344
398
$200K 0.01%
+3,484
399
$199K 0.01%
2,788
-25
400
$182K 0.01%
2,392
14 15
16
17 18