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
$11.6B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$74.7M
3
+$66.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$48.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$43.4M

Top Sells

1
+$47.3M
2
+$30.3M
3
+$29.6M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$18.1M
5
NEE icon
NextEra Energy
NEE
+$8.81M

Sector Composition

1 Technology 12.87%
2 Healthcare 4.57%
3 Consumer Discretionary 4.11%
4 Financials 4.09%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$565K ﹤0.01%
5,113
-390
652
$565K ﹤0.01%
20,103
+286
653
$564K ﹤0.01%
10,640
654
$560K ﹤0.01%
58,294
+3,109
655
$560K ﹤0.01%
63,866
-1
656
$559K ﹤0.01%
11,831
-4,020
657
$557K ﹤0.01%
+2,312
658
$552K ﹤0.01%
+7,740
659
$549K ﹤0.01%
8,128
-1,272
660
$547K ﹤0.01%
+3,441
661
$546K ﹤0.01%
18,522
-629
662
$546K ﹤0.01%
+5,561
663
$545K ﹤0.01%
+45,345
664
$542K ﹤0.01%
5,648
-845
665
$539K ﹤0.01%
+16,601
666
$539K ﹤0.01%
9,321
+783
667
$537K ﹤0.01%
+7,455
668
$535K ﹤0.01%
5,588
+503
669
$533K ﹤0.01%
8,549
+3,329
670
$532K ﹤0.01%
8,602
+8
671
$531K ﹤0.01%
2,512
+294
672
$531K ﹤0.01%
8,997
-1,836
673
$529K ﹤0.01%
71,814
674
$528K ﹤0.01%
+1,041
675
$526K ﹤0.01%
+63,488
25 26
27
28 29