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
$2.43B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.8M
3
+$15.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$20.2M
2
+$11.3M
3
+$6.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.52M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.92M

Sector Composition

1 Technology 8.58%
2 Financials 6.82%
3 Industrials 5.03%
4 Communication Services 4.57%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.4M 0.84%
97,403
+1,916
27
$20.4M 0.84%
333,387
+5,084
28
$20.3M 0.83%
40,323
+1,022
29
$20M 0.82%
632,910
+32,730
30
$19.9M 0.82%
287,254
+39,209
31
$19.6M 0.81%
118,372
+3,211
32
$18.1M 0.75%
410,811
+351,592
33
$15.3M 0.63%
270,090
+139,602
34
$15.2M 0.63%
282,730
-102,690
35
$15.2M 0.63%
55,586
-822
36
$15.2M 0.62%
83,904
+1,797
37
$14.6M 0.6%
164,276
+6,462
38
$14.6M 0.6%
190,814
+31,778
39
$14.5M 0.6%
257,276
+2,590
40
$14.2M 0.58%
295,518
-34,709
41
$13.9M 0.57%
139,666
+2,870
42
$13.8M 0.57%
185,982
+2,780
43
$13.5M 0.56%
107,541
+64,399
44
$12.5M 0.51%
91,490
+745
45
$12.3M 0.51%
129,117
+4,625
46
$11.7M 0.48%
193,752
+2,066
47
$11.6M 0.48%
124,788
-8,251
48
$11.2M 0.46%
58,593
-1,333
49
$10.8M 0.45%
797,596
-90,910
50
$10.7M 0.44%
60,569
+3,212
1
2
3 4 5