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
526
$363K 0.01%
11,022
+9,846
527
$360K 0.01%
99,748
+79,121
528
$359K 0.01%
11,455
+2,068
529
$359K 0.01%
47,938
+42,184
530
$357K 0.01%
+37,925
531
$356K 0.01%
9,509
+9,031
532
$350K 0.01%
2,468
-15,042
533
$350K 0.01%
3,930
534
$345K 0.01%
28,465
-54,535
535
$344K 0.01%
567
-6,212
536
$338K ﹤0.01%
25,000
+5,400
537
$338K ﹤0.01%
74,685
+64,334
538
$336K ﹤0.01%
+34,395
539
$335K ﹤0.01%
20,130
+13,217
540
$333K ﹤0.01%
+81,549
541
$332K ﹤0.01%
8,095
542
$329K ﹤0.01%
1,509
-591,402
543
$328K ﹤0.01%
+4,217
544
– –
0
545
$327K ﹤0.01%
+2,501
546
$325K ﹤0.01%
8,066
-18,434
547
$325K ﹤0.01%
954,670
+925,820
548
$325K ﹤0.01%
39,661
-45,188
549
$323K ﹤0.01%
69,818
-33,477
550
$322K ﹤0.01%
+3,878
20 21
22
23 24