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
451
$317K 0.01%
2,265
+78
452
$316K 0.01%
9,261
+260
453
$316K 0.01%
1,606
+9
454
$315K 0.01%
7,565
-406
455
$315K 0.01%
7,327
456
$312K 0.01%
2,278
+314
457
$307K 0.01%
1,750
-85
458
$306K 0.01%
1,899
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459
$306K 0.01%
1,896
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460
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9,650
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461
$302K 0.01%
12,597
462
$300K 0.01%
874
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463
$298K 0.01%
7,250
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464
$298K 0.01%
5,958
465
$297K 0.01%
6,555
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466
$297K 0.01%
5,529
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467
$296K 0.01%
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468
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469
$287K 0.01%
2,958
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16,959
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471
$283K 0.01%
3,759
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472
$282K 0.01%
1,290
473
$278K 0.01%
1,383
-25
474
$276K 0.01%
6,340
+909
475
$276K 0.01%
3,581
+464
17 18
19
20 21