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
626
$228K ﹤0.01%
13,673
+11,179
627
$225K ﹤0.01%
1,106
628
$224K ﹤0.01%
+19,449
629
$223K ﹤0.01%
100,000
+92,652
630
$222K ﹤0.01%
5,800
-6,824
631
$222K ﹤0.01%
+19,788
632
$222K ﹤0.01%
50,895
+30,111
633
$222K ﹤0.01%
+2,928
634
$221K ﹤0.01%
+2,519
635
$220K ﹤0.01%
+14,158
636
$219K ﹤0.01%
10,403
+8,808
637
$219K ﹤0.01%
+48,297
638
$218K ﹤0.01%
5,781
+86
639
$218K ﹤0.01%
90,264
+76,074
640
$215K ﹤0.01%
+17,601
641
$215K ﹤0.01%
1,671
-296,377
642
$214K ﹤0.01%
+11,721
643
$214K ﹤0.01%
+308,217
644
$214K ﹤0.01%
14,448
+13,424
645
$212K ﹤0.01%
18,400
646
$209K ﹤0.01%
10,017
-245
647
$209K ﹤0.01%
15,965
+11,546
648
$206K ﹤0.01%
+16,035
649
$205K ﹤0.01%
25,828
+16,118
650
$205K ﹤0.01%
+758
24 25
26
27 28