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
501
$420K 0.01%
12,127
+7,575
502
$418K 0.01%
9,173
+2,364
503
$418K 0.01%
3,912
+1,232
504
$418K 0.01%
4,967
+459
505
$415K 0.01%
12,359
-8,087
506
$402K 0.01%
10,000
+8,695
507
$398K 0.01%
90,952
508
$397K 0.01%
34,219
+7,642
509
$390K 0.01%
+13,875
510
$389K 0.01%
5,650
-4,992
511
$389K 0.01%
6,245
-773,686
512
$388K 0.01%
6,531
-17,048
513
$387K 0.01%
1,234
-130,446
514
$382K 0.01%
16,932,190
+14,035,440
515
$382K 0.01%
779,931
+705,246
516
$381K 0.01%
47,121
+32,016
517
$380K 0.01%
+42,255
518
$375K 0.01%
21,000
+4,998
519
$374K 0.01%
9,327
-4,497
520
$373K 0.01%
19,961
-257,728
521
$372K 0.01%
150,450
+139,874
522
$371K 0.01%
6,043
-144,407
523
$371K 0.01%
6,928
-12,860
524
$363K 0.01%
63,302
525
$363K 0.01%
2,230
+533
19 20
21
22 23