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
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433
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436
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439
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441
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442
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444
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445
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-7,082
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