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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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$837M
2
+$835M
3
+$764M
4
MMM icon
3M
MMM
+$659M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$457M

Top Sells

1
+$3.07B
2
+$755M
3
+$753M
4
VV icon
Vanguard Large-Cap ETF
VV
+$609M
5
VUG icon
Vanguard Growth ETF
VUG
+$604M

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
676
$43.8K ﹤0.01%
1,120
+906
677
$41.2K ﹤0.01%
54,044
+44,044
678
$26K ﹤0.01%
+68,343
679
$25.7K ﹤0.01%
599
-105
680
$19.7K ﹤0.01%
1,062
+322
681
$19.3K ﹤0.01%
130,516
+130,119
682
$12.3K ﹤0.01%
+1,278
683
$11.9K ﹤0.01%
51
+50
684
$9.15K ﹤0.01%
+87
685
$4.49K ﹤0.01%
12,474
+10,816
686
– –
-1,745
687
– –
-406,267
688
– –
-1,105,874
689
– –
-1,970
690
– –
-2,860
691
– –
-23,442
692
– –
-95,467
693
– –
-39,036
694
– –
-3,145
695
– –
-3,700
696
– –
-91,267
697
– –
-10,998
698
– –
-8,427
699
– –
-15,060
700
– –
-44,831
26 27
28
29 30