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
$948M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$3.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.62M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.49M

Top Sells

1
+$9.72M
2
+$2.09M
3
+$1.51M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1M
5
SSD icon
Simpson Manufacturing
SSD
+$905K

Sector Composition

1 Financials 11.91%
2 Technology 8.47%
3 Industrials 6.66%
4 Healthcare 6.32%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.23%
35,987
+12,558
52
$2.1M 0.22%
34,820
+24,728
53
$1.96M 0.21%
9,885
+169
54
$1.83M 0.19%
6,814
+198
55
$1.63M 0.17%
5,536
+145
56
$1.57M 0.17%
15,512
-3,815
57
$1.54M 0.16%
34,612
-3,816
58
$1.54M 0.16%
27,192
-4,050
59
$1.53M 0.16%
53,034
-17,298
60
$1.49M 0.16%
15,848
-3,652
61
$1.46M 0.15%
70,982
-30,140
62
$1.44M 0.15%
10,687
+388
63
$1.44M 0.15%
9,091
+420
64
$1.42M 0.15%
46,055
-10,890
65
$1.36M 0.14%
30,322
+5,161
66
$1.34M 0.14%
48,373
-25,629
67
$1.32M 0.14%
17,392
+8,484
68
$1.25M 0.13%
16,296
-5,220
69
$1.22M 0.13%
32,085
+2,680
70
$1.19M 0.13%
24,863
-7,023
71
$1.18M 0.12%
40,094
-15,086
72
$1.16M 0.12%
17,475
-7,456
73
$1.14M 0.12%
23,214
-5,990
74
$1.13M 0.12%
+46,295
75
$1.13M 0.12%
+10,170
1 2
3
4 5