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
$607M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$10.7M
3
+$8.89M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.36M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$5.61M

Top Sells

1
+$110M
2
+$9.68M
3
+$6.28M
4
BND icon
Vanguard Total Bond Market
BND
+$3.87M
5
BWA icon
BorgWarner
BWA
+$3.4M

Sector Composition

1 Financials 13.06%
2 Technology 10.22%
3 Healthcare 9.99%
4 Industrials 7.59%
5 Energy 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.73%
141,020
-388
27
$8.89M 1.46%
+80,995
28
$8.72M 1.44%
102,121
+3,245
29
$8.58M 1.41%
122,142
+1,064
30
$8.26M 1.36%
90,646
+579
31
$8.19M 1.35%
125,031
-1,200
32
$7.84M 1.29%
263,483
+3,299
33
$7.5M 1.24%
177,306
+7,120
34
$7.46M 1.23%
192,732
+4,433
35
$6.86M 1.13%
146,535
+4,004
36
$6.72M 1.11%
51,845
+1,232
37
$6.36M 1.05%
+105,791
38
$6.35M 1.05%
67,327
+459
39
$5.64M 0.93%
50,710
-1,660
40
$5.64M 0.93%
116,516
-70,237
41
$5.61M 0.92%
+132,485
42
$5.36M 0.88%
66,570
-3,016
43
$5.34M 0.88%
+44,741
44
$5.28M 0.87%
+185,665
45
$4.38M 0.72%
+183,385
46
$4.02M 0.66%
+55,673
47
$3.96M 0.65%
+134,175
48
$3.56M 0.59%
31,770
-487
49
$3.55M 0.58%
88,618
+83,375
50
$3.01M 0.5%
+70,679
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