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
$2.84B
AUM Growth
+$520M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34.3M
3
+$28.1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$25.1M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$18.6M

Top Sells

1
+$28M
2
+$14.6M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.24M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$5.03M

Sector Composition

1 Technology 11.31%
2 Healthcare 7.41%
3 Financials 6.83%
4 Communication Services 5.15%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$250K 0.01%
885
+21
377
$248K 0.01%
6,600
-228
378
$241K 0.01%
2,392
379
$240K 0.01%
+903
380
$237K 0.01%
+6,776
381
$236K 0.01%
+2,996
382
$235K 0.01%
+4,794
383
$234K 0.01%
+9,005
384
$234K 0.01%
+5,125
385
$232K 0.01%
+896
386
$230K 0.01%
1,428
-68
387
$229K 0.01%
+3,425
388
$229K 0.01%
+2,102
389
$227K 0.01%
+5,226
390
$223K 0.01%
1,780
391
$220K 0.01%
+1,383
392
$219K 0.01%
1,820
-167
393
$218K 0.01%
2,360
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394
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395
$216K 0.01%
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396
$215K 0.01%
+5,322
397
$214K 0.01%
+812
398
$213K 0.01%
+11,000
399
$213K 0.01%
820
+16
400
$213K 0.01%
+2,735
14 15
16
17 18