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
426
$361K 0.01%
4,154
-1,291
427
$359K 0.01%
974
-12
428
$358K 0.01%
19,950
+2,811
429
$358K 0.01%
9,161
+951
430
$357K 0.01%
2,982
431
$356K 0.01%
1,616
-260
432
$356K 0.01%
+11,640
433
$356K 0.01%
723
+40
434
$352K 0.01%
5,982
+1,540
435
$351K 0.01%
6,999
+948
436
$350K 0.01%
9,399
-2,658
437
$349K 0.01%
753
+68
438
$348K 0.01%
5,103
+38
439
$342K 0.01%
8,500
440
$337K 0.01%
1,478
-11
441
$335K 0.01%
21,139
-3,040
442
$331K 0.01%
2,519
443
$329K 0.01%
3,155
+155
444
$326K 0.01%
2,986
+106
445
$326K 0.01%
7,510
+1,794
446
$322K 0.01%
+3,189
447
$320K 0.01%
+775
448
$320K 0.01%
4,812
-281,109
449
$318K 0.01%
5,123
-2
450
$317K 0.01%
1,389
+20
16 17
18
19 20