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
$11.6B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$74.7M
3
+$66.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$48.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$43.4M

Top Sells

1
+$47.3M
2
+$30.3M
3
+$29.6M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$18.1M
5
NEE icon
NextEra Energy
NEE
+$8.81M

Sector Composition

1 Technology 12.87%
2 Healthcare 4.57%
3 Consumer Discretionary 4.11%
4 Financials 4.09%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.39M 0.01%
+11,598
427
$1.38M 0.01%
+22,845
428
$1.37M 0.01%
1,697
+254
429
$1.37M 0.01%
4,637
+3,375
430
$1.36M 0.01%
16,465
+10,969
431
$1.35M 0.01%
3,952
+1,111
432
$1.34M 0.01%
6,228
-2,334
433
$1.34M 0.01%
20,260
-531
434
$1.34M 0.01%
15,941
+2,875
435
$1.33M 0.01%
21,028
436
$1.32M 0.01%
117,293
-2,129
437
$1.32M 0.01%
2,262
+1,750
438
$1.32M 0.01%
35,370
+13,485
439
$1.29M 0.01%
24,486
+1,637
440
$1.29M 0.01%
12,478
+753
441
$1.28M 0.01%
26,624
+2
442
$1.27M 0.01%
10,340
+4,501
443
$1.26M 0.01%
+66,451
444
$1.26M 0.01%
5,560
+271
445
$1.25M 0.01%
5,218
+1,613
446
$1.24M 0.01%
5,401
+418
447
$1.24M 0.01%
22,269
+277
448
$1.23M 0.01%
15,785
+5,859
449
$1.23M 0.01%
+8,578
450
$1.23M 0.01%
22,388
+12,380
16 17
18
19 20