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
501
$979K 0.01%
5,493
+1
502
$978K 0.01%
5,388
+487
503
$977K 0.01%
8,969
+5,332
504
$976K 0.01%
+16,407
505
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4,381
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506
$962K 0.01%
12,086
507
$961K 0.01%
7,942
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508
$961K 0.01%
10,948
+4,380
509
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10,739
+3,859
510
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+41,010
511
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5,119
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512
$944K 0.01%
22,766
513
$941K 0.01%
+5,457
514
$935K 0.01%
20,877
-2,752
515
$931K 0.01%
+7,855
516
$930K 0.01%
16,238
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517
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3,714
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518
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21,943
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519
$902K 0.01%
7,604
-54
520
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15,647
521
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+1,017
522
$900K 0.01%
85,195
+11,011
523
$896K 0.01%
11,545
+1,793
524
$895K 0.01%
9,639
525
$891K 0.01%
46,125
-450
19 20
21
22 23