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
$4.23B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.9M
3
+$20.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.2M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.7M

Top Sells

1
+$46.3M
2
+$37.4M
3
+$18.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.1M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$6.91M

Sector Composition

1 Technology 14.16%
2 Healthcare 7.09%
3 Consumer Discretionary 6.93%
4 Financials 5.86%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$449K 0.01%
4,250
377
$447K 0.01%
1,230
+399
378
$447K 0.01%
688
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$447K 0.01%
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384
$436K 0.01%
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-8,001
385
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386
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13,549
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387
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388
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389
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3,523
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390
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393
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394
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600
395
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1,115
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396
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723
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397
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1,221
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398
$408K 0.01%
6,535
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399
$406K 0.01%
5,588
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400
$405K 0.01%
4,488
14 15
16
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