We are live on ! Find out more
EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
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
$5.81B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$3.43B
2
+$706M
3
+$677M
4
VV icon
Vanguard Large-Cap ETF
VV
+$575M
5
NEE icon
NextEra Energy
NEE
+$494M

Top Sells

1
+$357M
2
+$303M
3
+$173M
4
MSFT icon
Microsoft
MSFT
+$145M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$91.2M

Sector Composition

1 Technology 8.96%
2 Utilities 5.88%
3 Healthcare 5.07%
4 Industrials 4.42%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-7,962
652
– –
-2,675
653
– –
-11,871
654
– –
-1,655
655
– –
-13,424
656
– –
-12,203
657
– –
-1,357
658
– –
-16,249
659
– –
-7,619
660
– –
-3,148
661
– –
-16,454
662
– –
-2,850
663
$0 ﹤0.01%
66,461
+50,779
664
– –
-840
665
– –
-1,896
666
– –
-2,108
667
$0 ﹤0.01%
20,000
+13,313
668
– –
-7,368
669
– –
-1,403
670
– –
-2,309
671
$0 ﹤0.01%
20,000
+9,715
672
– –
-1,426
673
– –
-7,026
674
– –
-13,824
675
$0 ﹤0.01%
+12,200
25 26
27
28 29