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
551
$802K 0.01%
9,689
+146
552
$799K 0.01%
2,054
+561
553
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2,887
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554
$794K 0.01%
11,796
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555
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+4,090
556
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+4,170
557
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+5,906
558
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559
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16,695
+8,106
560
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561
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562
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563
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8,278
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564
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565
$771K 0.01%
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566
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570
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571
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11,210
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572
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13,988
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573
$749K 0.01%
23,019
+12,039
574
$747K 0.01%
20,073
+2,941
575
$745K 0.01%
10,478
-7,105
21 22
23
24 25