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
451
$1.23M 0.01%
29,236
+22,328
452
$1.22M 0.01%
17,248
+8,409
453
$1.21M 0.01%
33,781
+5,937
454
$1.21M 0.01%
40,532
-5,072
455
$1.2M 0.01%
6,912
+71
456
$1.2M 0.01%
21,921
+5,346
457
$1.19M 0.01%
5,279
+1,296
458
$1.18M 0.01%
14,725
+264
459
$1.17M 0.01%
28,695
+5,023
460
$1.16M 0.01%
10,578
-554
461
$1.16M 0.01%
+14,451
462
$1.16M 0.01%
2,287
-352
463
$1.15M 0.01%
+45,001
464
$1.15M 0.01%
4,418
+3,230
465
$1.15M 0.01%
+6,444
466
$1.15M 0.01%
6,675
+345
467
$1.13M 0.01%
11,057
+1,231
468
$1.12M 0.01%
24,583
-80
469
$1.12M 0.01%
3,071
+324
470
$1.12M 0.01%
16,387
-100
471
$1.11M 0.01%
10,695
-319
472
$1.11M 0.01%
6,922
+257
473
$1.11M 0.01%
10,983
+2,278
474
$1.1M 0.01%
16,713
+3,087
475
$1.1M 0.01%
3,390
+1,514
17 18
19
20 21