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
$534M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.68M
3
+$2.81M
4
KMI icon
Kinder Morgan
KMI
+$2.63M
5
XOM icon
Exxon Mobil
XOM
+$1.8M

Top Sells

1
+$6.53M
2
+$5.81M
3
+$1.86M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.63M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.22M

Sector Composition

1 Financials 13.17%
2 Technology 12.03%
3 Healthcare 11.77%
4 Industrials 9.1%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$833K 0.16%
6,722
52
$790K 0.15%
16,316
+866
53
$782K 0.15%
6,141
+700
54
$739K 0.14%
18,073
-4,851
55
$734K 0.14%
7,412
+137
56
$711K 0.13%
26,513
+2,563
57
$711K 0.13%
14,540
-1,615
58
$708K 0.13%
6,115
+1,010
59
$675K 0.13%
7,870
+95
60
$652K 0.12%
16,620
-27
61
$651K 0.12%
21,700
-430
62
$630K 0.12%
8,054
-83,513
63
$625K 0.12%
19,652
-25
64
$601K 0.11%
13,610
+1,160
65
$583K 0.11%
6,562
-2,965
66
$570K 0.11%
10,233
67
$570K 0.11%
26,260
-1,940
68
$551K 0.1%
5,680
69
$545K 0.1%
4,007
+30
70
$525K 0.1%
8,541
-94
71
$489K 0.09%
4,571
+150
72
$456K 0.09%
2,030
73
$442K 0.08%
3,937
-200
74
$440K 0.08%
4,114
+941
75
$430K 0.08%
17,532
+3,680
1 2
3
4 5