EWA

EP Wealth Advisors Portfolio holdings

AUM $19.2B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$837M
2
+$835M
3
+$764M
4
MMM icon
3M
MMM
+$659M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$457M

Top Sells

1
+$3.07B
2
+$755M
3
+$753M
4
VV icon
Vanguard Large-Cap ETF
VV
+$609M
5
VUG icon
Vanguard Growth ETF
VUG
+$604M

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
576
$278K ﹤0.01%
10,000
-438,800
577
$277K ﹤0.01%
11,193
-8,807
578
$277K ﹤0.01%
156,097
+151,123
579
$277K ﹤0.01%
+19,634
580
$275K ﹤0.01%
9,710
-3,815
581
$274K ﹤0.01%
10,000
+6,738
582
$273K ﹤0.01%
+28,719
583
$272K ﹤0.01%
17,510
+6,236
584
$271K ﹤0.01%
138,023
585
$271K ﹤0.01%
91,267
+82,679
586
$268K ﹤0.01%
+5,584
587
$267K ﹤0.01%
72,630
+165
588
$266K ﹤0.01%
592,911
+382,074
589
$265K ﹤0.01%
282,228
+237,088
590
$262K ﹤0.01%
8,221
-57,148
591
$262K ﹤0.01%
+7,352
592
$259K ﹤0.01%
4,816
-11,986
593
$257K ﹤0.01%
36,770
+24,382
594
$257K ﹤0.01%
1,716
595
$257K ﹤0.01%
+17,860
596
$256K ﹤0.01%
38,715
+26,515
597
$256K ﹤0.01%
+3,111
598
$256K ﹤0.01%
+95,254
599
$256K ﹤0.01%
3,220
-46,780
600
$253K ﹤0.01%
+20,000
22 23
24
25 26