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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
426
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-3,979
427
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428
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-615
429
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-6,242
430
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-2,553
431
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-5,294
432
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-3,206
433
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-5,764
434
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-4,940
435
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-17,902
436
– –
-2,344
437
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-10,443
438
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-3,053
439
– –
-53,218
440
– –
-19,264
441
– –
-58,593
442
– –
-4,035
443
– –
-3,484
444
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-9,855
445
– –
-2,411
446
– –
-22,045
447
– –
-11,100
448
– –
-12,750
449
– –
-5,392
450
– –
-1,600
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