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
426
$610K 0.01%
257,194
+247,084
427
$604K 0.01%
11,628
-16,620
428
$603K 0.01%
106,648
+87,206
429
$596K 0.01%
21,748
+14,773
430
$595K 0.01%
6,847
+1,164
431
$592K 0.01%
+1,024
432
$591K 0.01%
19,192
+1,147
433
$587K 0.01%
4,947
-170,437
434
$586K 0.01%
4,053
-1,277,592
435
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400,000
+393,957
436
$579K 0.01%
+8,500
437
$577K 0.01%
4,835
-34,266
438
$575K 0.01%
9,750
439
$573K 0.01%
298,048
+203,399
440
$573K 0.01%
17,948
441
$572K 0.01%
+5,795
442
$571K 0.01%
431,240
443
$567K 0.01%
26,827
-7,275
444
$556K 0.01%
+13,863
445
$556K 0.01%
443,696
+378,821
446
$554K 0.01%
11,068
447
$552K 0.01%
9,690
-7,355
448
$552K 0.01%
65,275
+40,415
449
$551K 0.01%
10,869
-72,625
450
$547K 0.01%
53,154
-31,356
16 17
18
19 20