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
$4.23B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.9M
3
+$20.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.2M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.7M

Top Sells

1
+$46.3M
2
+$37.4M
3
+$18.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.1M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$6.91M

Sector Composition

1 Technology 14.16%
2 Healthcare 7.09%
3 Consumer Discretionary 6.93%
4 Financials 5.86%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$241K 0.01%
9,505
-649
502
$241K 0.01%
+8,333
503
$240K 0.01%
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504
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505
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506
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507
$235K 0.01%
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508
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509
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510
$227K 0.01%
+1,243
511
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2,603
512
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16,232
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513
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514
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515
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516
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1,408
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517
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518
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519
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520
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521
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522
$208K ﹤0.01%
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523
$208K ﹤0.01%
+5,514
524
$207K ﹤0.01%
+4,807
525
$206K ﹤0.01%
1,560
+125
19 20
21
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