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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$761K 0.01%
17,045
+15,035
377
$755K 0.01%
17,437
+9,510
378
$750K 0.01%
1,485
-11,374
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+31,469
380
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7,310
-323,939
381
$740K 0.01%
39,375
+24,320
382
$740K 0.01%
29,932
+21,437
383
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1,039
-82,634
384
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9,376
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385
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207,986
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386
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26,687
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387
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16,321
-644
388
$716K 0.01%
569,130
-3,980,870
389
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5,500
-36,440
390
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4,027
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391
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392
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153,855
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393
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14,406
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394
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12,674
-60,950
395
$702K 0.01%
4,237
396
$700K 0.01%
75,000
+57,845
397
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1,595
-18,405
398
$694K 0.01%
+11,904
399
$690K 0.01%
119,351
+99,717
400
$690K 0.01%
6,673
-108,327
14 15
16
17 18