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
426
$148K 0.01%
+16,812
427
$146K 0.01%
+12,239
428
$144K 0.01%
+15,239
429
$141K 0.01%
+1,347
430
$140K ﹤0.01%
+1,656
431
$136K ﹤0.01%
+1,589
432
$135K ﹤0.01%
+2,314
433
$135K ﹤0.01%
+6,185
434
$133K ﹤0.01%
+11,905
435
$132K ﹤0.01%
+1,730
436
$131K ﹤0.01%
+2,124
437
$129K ﹤0.01%
+7,436
438
$128K ﹤0.01%
2,358
-14,559
439
$127K ﹤0.01%
+1,090
440
$126K ﹤0.01%
+2,839
441
$125K ﹤0.01%
+2,012
442
$124K ﹤0.01%
+4,350
443
$123K ﹤0.01%
+5,677
444
$122K ﹤0.01%
+10,000
445
$122K ﹤0.01%
+1,793
446
$118K ﹤0.01%
+2,036
447
$118K ﹤0.01%
+3,491
448
$118K ﹤0.01%
+10,855
449
$111K ﹤0.01%
+1,648
450
$109K ﹤0.01%
22,017
-3,076
15 16 17
18
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