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
401
$212K 0.01%
+1,000
402
$212K 0.01%
+10,485
403
$211K 0.01%
+2,893
404
$209K 0.01%
+1,151
405
$209K 0.01%
+3,869
406
$208K 0.01%
600
407
$208K 0.01%
2,227
-333
408
$207K 0.01%
+3,208
409
$205K 0.01%
+2,324
410
$205K 0.01%
4,362
-1,082
411
$204K 0.01%
+3,247
412
$204K 0.01%
+2,610
413
$202K 0.01%
+3,396
414
$202K 0.01%
+7,580
415
$202K 0.01%
9,546
-730
416
$201K 0.01%
4,531
-4,930
417
$200K 0.01%
+2,885
418
$195K 0.01%
3,066
-10
419
$192K 0.01%
+1,361
420
$188K 0.01%
+1,196
421
$187K 0.01%
+1,435
422
$182K 0.01%
+4,329
423
$179K 0.01%
1,491
-160
424
$161K 0.01%
+4,402
425
$151K 0.01%
+1,272
15 16
17
18 19