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
401
$686K 0.01%
15,105
-39
402
$686K 0.01%
37,541
+30,252
403
$681K 0.01%
1,515
-10,844
404
$678K 0.01%
5,491
-13,701
405
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2,680
-40,175
406
$667K 0.01%
4,397
-22,077
407
$667K 0.01%
12,000
408
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84,849
+75,690
409
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1,822
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410
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1,970
-52,916
411
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50,237
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412
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110,405
+90,150
413
$653K 0.01%
58,670
+31,753
414
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9,305
-3,929
415
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5,078
+3,305
416
$637K 0.01%
4,550,000
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417
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7,970
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418
$626K 0.01%
395,268
+385,258
419
$626K 0.01%
78,960
-12,017,565
420
$626K 0.01%
6,779
-3,538
421
$623K 0.01%
649,712
+647,193
422
$623K 0.01%
3,273
-646,439
423
$618K 0.01%
839
-1,975
424
$612K 0.01%
29,773
+18,349
425
$610K 0.01%
11,480
+6,803
15 16
17
18 19