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
$1.03B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.04M
3
+$8.45M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.31M

Top Sells

1
+$15.3M
2
+$7.35M
3
+$2.14M
4
AMT icon
American Tower
AMT
+$2.1M
5
IAK icon
iShares US Insurance ETF
IAK
+$1.16M

Sector Composition

1 Financials 11.99%
2 Technology 9.02%
3 Healthcare 6.46%
4 Industrials 6.4%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.32%
+64,414
52
$3.02M 0.29%
25,060
-3,210
53
$2.96M 0.29%
+57,476
54
$2.9M 0.28%
+23,197
55
$2.72M 0.26%
39,698
+22,306
56
$2.63M 0.25%
40,644
+34,581
57
$2.62M 0.25%
7,505
+5,494
58
$2.47M 0.24%
22,990
-8,195
59
$2.4M 0.23%
41,526
-9,556
60
$2.39M 0.23%
31,406
-5,279
61
$2.37M 0.23%
34,063
+1,449
62
$2.2M 0.21%
41,973
+5,986
63
$2.19M 0.21%
81,331
+1,902
64
$2.17M 0.21%
+12,627
65
$2.15M 0.21%
21,619
+6,107
66
$2.14M 0.21%
+12,601
67
$2.08M 0.2%
6,353
+817
68
$2.04M 0.2%
+74,400
69
$1.99M 0.19%
+58,252
70
$1.95M 0.19%
+30,900
71
$1.85M 0.18%
39,295
+14,432
72
$1.84M 0.18%
54,981
-10,000
73
$1.81M 0.17%
45,663
-10,555
74
$1.67M 0.16%
16,555
+13,403
75
$1.66M 0.16%
+14,151
1 2
3
4 5