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
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
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– –
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688
– –
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– –
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– –
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– –
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694
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– –
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696
– –
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697
– –
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698
– –
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699
– –
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– –
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26 27
28
29 30