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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
401
– –
-2,514
402
– –
-1,128
403
– –
-9,417
404
– –
-422,674
405
– –
-3,746
406
– –
-10,230
407
– –
-4,283
408
– –
-2,905
409
– –
-22,213
410
– –
-5,849
411
– –
-33,381
412
– –
-25,527
413
– –
-21,286
414
– –
-7,758
415
– –
-9,610
416
– –
-5,144
417
– –
-37,413
418
– –
-1,994
419
– –
-3,016
420
– –
-15,917
421
– –
-1,497
422
– –
-45,917
423
– –
-22,783
424
– –
-6,776
425
– –
-4,747
14 15 16
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