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
451
$547K 0.01%
1,044
-2,206
452
$538K 0.01%
+4,200
453
$536K 0.01%
60,408
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454
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+19,327
455
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4,655
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456
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26,474
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457
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4,508
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6,354
-448,566
459
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460
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2,007
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461
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18,634
-166,375
462
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185,009
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463
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2,077
-15,783
464
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8,055
465
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469
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11,311
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2,027
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471
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82,146
+73,483
472
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3,840
-30,515
473
$477K 0.01%
33,716
+22,847
474
$475K 0.01%
8,879
-15,255
475
$472K 0.01%
1,252
-27,747
17 18
19
20 21