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
476
$1.1M 0.01%
6,882
+1,344
477
$1.1M 0.01%
11,180
+4,826
478
$1.09M 0.01%
2,796
+2,068
479
$1.08M 0.01%
8,588
-2,485
480
$1.08M 0.01%
29,376
481
$1.06M 0.01%
11,797
+9,228
482
$1.06M 0.01%
2,042
+160
483
$1.06M 0.01%
6,482
+739
484
$1.05M 0.01%
4,020
-493
485
$1.05M 0.01%
22,873
-710
486
$1.04M 0.01%
25,690
-2,361
487
$1.04M 0.01%
29,505
-882
488
$1.03M 0.01%
2,041
+547
489
$1.03M 0.01%
3,786
+1,370
490
$1.02M 0.01%
7,291
+1,781
491
$1.02M 0.01%
10,083
-3,051
492
$1.02M 0.01%
15,649
+2,428
493
$1.02M 0.01%
2,163
+348
494
$1.02M 0.01%
17,282
+7,822
495
$1.01M 0.01%
36,456
+672
496
$1M 0.01%
12,496
+2,602
497
$1M 0.01%
30,990
+11,919
498
$990K 0.01%
8,947
+4,783
499
$987K 0.01%
61,493
+20,699
500
$979K 0.01%
45,304
18 19
20
21 22