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
$725M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$8.28M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$5.99M
5
VTV icon
Vanguard Value ETF
VTV
+$5.9M

Top Sells

1
+$81.5M
2
+$45.9M
3
+$20.2M
4
WBA
Walgreens Boots Alliance
WBA
+$8.16M
5
VFC icon
VF Corp
VFC
+$7.1M

Sector Composition

1 Financials 11.64%
2 Technology 9.16%
3 Industrials 7.11%
4 Healthcare 7.08%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.18%
24,031
+459
52
$1.22M 0.17%
18,451
-1,611
53
$1.21M 0.17%
8,497
-967
54
$1.19M 0.16%
8,522
+30
55
$1.14M 0.16%
8,644
+370
56
$1.13M 0.16%
32,990
+4,130
57
$1.11M 0.15%
9,754
-432
58
$1.11M 0.15%
118,266
+41,070
59
$991K 0.14%
8,779
-395
60
$978K 0.13%
+35,423
61
$945K 0.13%
22,256
-502
62
$926K 0.13%
10,306
-97
63
$920K 0.13%
12,881
-178
64
$871K 0.12%
17,339
-1,621,804
65
$869K 0.12%
+50,000
66
$850K 0.12%
4,804
-850
67
$798K 0.11%
20,101
+5,228
68
$770K 0.11%
19,594
-1,387
69
$765K 0.11%
+20,000
70
$723K 0.1%
14,042
+1,611
71
$715K 0.1%
7,878
-914
72
$688K 0.09%
53,076
73
$678K 0.09%
+30,000
74
$652K 0.09%
9,826
-1,250
75
$649K 0.09%
45,022
1 2
3
4 5