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
476
$471K 0.01%
5,321
-610
477
$470K 0.01%
18,339
478
$469K 0.01%
42,855
+22,894
479
$464K 0.01%
6,021
-12,501
480
$464K 0.01%
21,981
481
$464K 0.01%
289,951
+243,703
482
$462K 0.01%
24,211
-7,258
483
$454K 0.01%
627,567
+602,848
484
$454K 0.01%
1,290
-80,856
485
$453K 0.01%
51,995
+47,193
486
$453K 0.01%
+39,500
487
$451K 0.01%
13,000
-38,134
488
$450K 0.01%
43,009
+27,358
489
$447K 0.01%
133,198
+129,358
490
$445K 0.01%
7,586
-1,923
491
$444K 0.01%
291,292
+287,647
492
$444K 0.01%
6,611
-1,737
493
$442K 0.01%
889
-21,653
494
$439K 0.01%
42,814
+22,160
495
$438K 0.01%
2,194
+117
496
$437K 0.01%
+17,967
497
$435K 0.01%
50,000
+43,209
498
$433K 0.01%
5,264
-34,701
499
$431K 0.01%
13,305
500
$427K 0.01%
16,525
+9,994
18 19
20
21 22