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
701
$491K ﹤0.01%
9,019
702
$489K ﹤0.01%
10,515
703
$489K ﹤0.01%
+14,099
704
$488K ﹤0.01%
4,784
+323
705
$483K ﹤0.01%
14,205
-89
706
$483K ﹤0.01%
+4,191
707
$483K ﹤0.01%
6,074
+4,544
708
$474K ﹤0.01%
11,605
+1,490
709
$473K ﹤0.01%
6,641
+1,401
710
$471K ﹤0.01%
14,182
+2,850
711
$470K ﹤0.01%
+8,740
712
$468K ﹤0.01%
4,244
-98
713
$468K ﹤0.01%
3,493
+466
714
$463K ﹤0.01%
5,631
+716
715
$463K ﹤0.01%
13,061
+3,394
716
$461K ﹤0.01%
+8,006
717
$455K ﹤0.01%
6,723
-36
718
$455K ﹤0.01%
7,401
+5,444
719
$455K ﹤0.01%
7,895
+2,548
720
$454K ﹤0.01%
+491
721
$453K ﹤0.01%
+25,142
722
$448K ﹤0.01%
3,496
+68
723
$447K ﹤0.01%
13,463
+1,685
724
$446K ﹤0.01%
17,632
-1,600
725
$446K ﹤0.01%
8,550
+5,775
27 28
29
30 31