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
$607M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$10.7M
3
+$8.89M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.36M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$5.61M

Top Sells

1
+$110M
2
+$9.68M
3
+$6.28M
4
BND icon
Vanguard Total Bond Market
BND
+$3.87M
5
BWA icon
BorgWarner
BWA
+$3.4M

Sector Composition

1 Financials 13.06%
2 Technology 10.22%
3 Healthcare 9.99%
4 Industrials 7.59%
5 Energy 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.39%
+125,405
52
$2.29M 0.38%
11,154
+382
53
$2.21M 0.37%
13,904
+1,431
54
$2.12M 0.35%
23,697
+14,770
55
$2M 0.33%
+17,239
56
$1.66M 0.27%
23,962
-240
57
$1.43M 0.24%
26,129
+741
58
$1.25M 0.21%
+86,832
59
$1.25M 0.21%
15,595
60
$1.17M 0.19%
24,988
+18,788
61
$1.14M 0.19%
+22,390
62
$1.1M 0.18%
18,040
+4,826
63
$954K 0.16%
6,222
+107
64
$832K 0.14%
10,211
-1,660
65
$822K 0.14%
6,722
66
$797K 0.13%
3,748
-393
67
$769K 0.13%
8,869
68
$749K 0.12%
17,731
+255
69
$749K 0.12%
28,192
-516
70
$702K 0.12%
7,668
+671
71
$696K 0.11%
7,275
72
$691K 0.11%
5,705
+207
73
$680K 0.11%
26,808
+246
74
$665K 0.11%
22,510
-1,650
75
$658K 0.11%
13,360
-125
1 2
3
4 5