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
401
$403K 0.01%
2,905
-246
402
$400K 0.01%
8,769
-2,476
403
$399K 0.01%
+1,629
404
$395K 0.01%
4,259
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405
$394K 0.01%
5,050
406
$393K 0.01%
+1,049
407
$392K 0.01%
5,404
-117
408
$392K 0.01%
1,712
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409
$389K 0.01%
+5,065
410
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5,735
-4
411
$386K 0.01%
7,405
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412
$384K 0.01%
1,366
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413
$384K 0.01%
4,472
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414
$384K 0.01%
5,672
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415
$383K 0.01%
3,150
-158
416
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417
$381K 0.01%
3,511
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418
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1,392
+140
419
$376K 0.01%
10,750
+500
420
$372K 0.01%
13,364
+5,528
421
$369K 0.01%
3,824
+13
422
$364K 0.01%
13,674
+2,359
423
$363K 0.01%
3,541
+261
424
$363K 0.01%
4,020
+610
425
$362K 0.01%
+18,510
15 16
17
18 19