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
676
$525K ﹤0.01%
7,173
+2,739
677
$525K ﹤0.01%
4,944
-689
678
$524K ﹤0.01%
6,293
+542
679
$522K ﹤0.01%
+9,000
680
$521K ﹤0.01%
37,856
681
$521K ﹤0.01%
48,713
+6,413
682
$520K ﹤0.01%
4,796
+1,077
683
$520K ﹤0.01%
1,507
+510
684
$520K ﹤0.01%
8,294
-105
685
$517K ﹤0.01%
2,897
+660
686
$511K ﹤0.01%
7,551
+2,708
687
$511K ﹤0.01%
7,139
-349
688
$510K ﹤0.01%
+9,104
689
$509K ﹤0.01%
+6,864
690
$508K ﹤0.01%
+29,297
691
$508K ﹤0.01%
7,701
-646
692
$501K ﹤0.01%
5,050
693
$500K ﹤0.01%
+7,119
694
$500K ﹤0.01%
1,725
+868
695
$495K ﹤0.01%
5,015
-913
696
$495K ﹤0.01%
9,450
-1,286
697
$493K ﹤0.01%
+16,916
698
$492K ﹤0.01%
2,148
+454
699
$491K ﹤0.01%
+34,823
700
$491K ﹤0.01%
+3,092
26 27
28
29 30