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
$725M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$8.28M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$5.99M
5
VTV icon
Vanguard Value ETF
VTV
+$5.9M

Top Sells

1
+$81.5M
2
+$45.9M
3
+$20.2M
4
WBA
Walgreens Boots Alliance
WBA
+$8.16M
5
VFC icon
VF Corp
VFC
+$7.1M

Sector Composition

1 Financials 11.64%
2 Technology 9.16%
3 Industrials 7.11%
4 Healthcare 7.08%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.28M 1.14%
+137,245
27
$8.21M 1.13%
103,102
+3,161
28
$8M 1.1%
196,010
-5,343
29
$7.83M 1.08%
184,033
+6,727
30
$7.78M 1.07%
73,416
+2,922
31
$7.72M 1.07%
202,989
+8,299
32
$7.55M 1.04%
40,345
+1,436
33
$7.32M 1.01%
67,460
-422,762
34
$7.15M 0.99%
161,320
+135,160
35
$7.1M 0.98%
145,574
+11,007
36
$6.99M 0.96%
167,458
+12,743
37
$6.98M 0.96%
+53,381
38
$6.53M 0.9%
80,509
+16,856
39
$6.44M 0.89%
79,473
-248,931
40
$6.23M 0.86%
58,065
-414
41
$5.95M 0.82%
152,486
+20,837
42
$4.87M 0.67%
20,640
-1,946
43
$3.5M 0.48%
32,636
-8,783
44
$2.59M 0.36%
82,524
+1,617
45
$2.36M 0.33%
40,488
-421
46
$1.74M 0.24%
27,861
-14,815
47
$1.7M 0.23%
10,229
+40
48
$1.68M 0.23%
10,056
+200
49
$1.65M 0.23%
6,942
-1,150
50
$1.38M 0.19%
+4,211
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