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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
376
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377
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-8,859
378
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379
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-24,810
380
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-4,240
381
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-25,000
382
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-3,584
383
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-4,252
384
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-23,180
385
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-1,309
386
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-1,153
387
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-11,086
388
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-20,600
389
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-10,312
390
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-1,391
391
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-1,991
392
– –
-4,053
393
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-14,313
394
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-2,750
395
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-4,121
396
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-2,734
397
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-12,424
398
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-6,088
399
– –
-1,918
400
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-11,926
14 15
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