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
551
$320K ﹤0.01%
7,289
-4,615
552
$316K ﹤0.01%
2,150
-21,388
553
$316K ﹤0.01%
5,550
-5,533,803
554
$315K ﹤0.01%
12,089
-5,618
555
$315K ﹤0.01%
5,609
-60,913
556
$314K ﹤0.01%
16,600
+6,393
557
$313K ﹤0.01%
+10,221
558
$309K ﹤0.01%
1,105,874
+1,103,708
559
$308K ﹤0.01%
3,918
-3,713
560
$307K ﹤0.01%
893
-7,607
561
$306K ﹤0.01%
7,395
-133,444
562
$306K ﹤0.01%
7,740
+3,828
563
$303K ﹤0.01%
23,538
-36,870
564
$301K ﹤0.01%
15,055
-29,757
565
$297K ﹤0.01%
+25,909
566
$297K ﹤0.01%
2,814
-114
567
$296K ﹤0.01%
2,355
-2,695
568
$295K ﹤0.01%
17,607
-136,248
569
$294K ﹤0.01%
9,031
+6,258
570
$291K ﹤0.01%
8,530
-7,025
571
$290K ﹤0.01%
26,301
572
$288K ﹤0.01%
27,958
+10,357
573
$286K ﹤0.01%
15,651
-37,949
574
$281K ﹤0.01%
+11,663
575
$281K ﹤0.01%
+5,116
21 22
23
24 25