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
401
$181K 0.01%
12,424
-1,370
402
$177K 0.01%
10,000
403
$171K 0.01%
1,918
-2,321
404
$169K 0.01%
+11,926
405
$166K 0.01%
+15,917
406
$155K 0.01%
+10,312
407
$148K 0.01%
15,512
+737
408
$135K 0.01%
+14,503
409
$108K ﹤0.01%
+2,337
410
$101K ﹤0.01%
11,100
-4,000
411
$79K ﹤0.01%
+97
412
$75K ﹤0.01%
22,783
-7,027
413
$21K ﹤0.01%
2,703
414
– –
-8,900
415
– –
-1,709
416
– –
-2,389
417
– –
-10,000
418
– –
-2,016
419
– –
-9,372
420
– –
-10,630
421
– –
-5,064
422
– –
-969
423
– –
-4,891
424
– –
-4,664
425
– –
-2,205
14 15 16
17
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