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
651
$205K ﹤0.01%
+479
652
$205K ﹤0.01%
31,008
+29,221
653
$205K ﹤0.01%
+5,593
654
$205K ﹤0.01%
+15,422
655
$204K ﹤0.01%
10,998
+1,841
656
$204K ﹤0.01%
+33,163
657
$202K ﹤0.01%
+3,467
658
$201K ﹤0.01%
+20,460
659
$200K ﹤0.01%
+11,441
660
$191K ﹤0.01%
10,351
-1,090
661
$174K ﹤0.01%
247,500
+245,622
662
$168K ﹤0.01%
15,855
+10,855
663
$164K ﹤0.01%
+52,696
664
$137K ﹤0.01%
46,248
+45,014
665
$126K ﹤0.01%
13,137
+11,646
666
$124K ﹤0.01%
10,000
-231,098
667
$119K ﹤0.01%
+13,809
668
$106K ﹤0.01%
10,176
-7,791
669
$95.2K ﹤0.01%
25,000
670
$92.4K ﹤0.01%
5,126
-4,905
671
$84.6K ﹤0.01%
20,401
+14,941
672
$67.1K ﹤0.01%
+12,859
673
$57.4K ﹤0.01%
+183,902
674
$50.3K ﹤0.01%
+762
675
$45.3K ﹤0.01%
452
+382
25 26
27
28 29