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
601
$252K ﹤0.01%
+18,522
602
$249K ﹤0.01%
+19,470
603
$247K ﹤0.01%
2,680
-8,097
604
$246K ﹤0.01%
5,460
-639,810
605
$245K ﹤0.01%
18,951
-1,509
606
$245K ﹤0.01%
+332,812
607
$243K ﹤0.01%
536,253
+529,406
608
$243K ﹤0.01%
478
-89
609
$243K ﹤0.01%
469,229
+460,350
610
$241K ﹤0.01%
83,494
+74,196
611
$241K ﹤0.01%
37,784
+30,543
612
$240K ﹤0.01%
5,409
-604
613
$239K ﹤0.01%
51,134
-380,298
614
$238K ﹤0.01%
2,124
615
$238K ﹤0.01%
10,000
+4,407
616
$238K ﹤0.01%
8,663
-56,808
617
$237K ﹤0.01%
+19,800
618
$233K ﹤0.01%
3,793
-32,907
619
$233K ﹤0.01%
1,359,394
+1,350,103
620
$232K ﹤0.01%
103,135
+93,205
621
$232K ﹤0.01%
8,095
+6,358
622
$231K ﹤0.01%
3,502
-20,034
623
$230K ﹤0.01%
25,455
-12,329
624
$229K ﹤0.01%
+184,563
625
$228K ﹤0.01%
58,702
+53,900
23 24
25
26 27