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
$2.43B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.8M
3
+$15.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$20.2M
2
+$11.3M
3
+$6.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.52M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.92M

Sector Composition

1 Technology 8.58%
2 Financials 6.82%
3 Industrials 5.03%
4 Communication Services 4.57%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.44%
154,782
+2,987
52
$10.1M 0.42%
63,539
+47,329
53
$9.4M 0.39%
29,087
+1,865
54
$8.96M 0.37%
134,060
+80
55
$8.58M 0.35%
738,592
+624,848
56
$8.51M 0.35%
42,847
+40,175
57
$8.09M 0.33%
189,100
-68,379
58
$7.98M 0.33%
95,181
-3
59
$7.48M 0.31%
+295,511
60
$7.25M 0.3%
60,151
+3,724
61
$7.18M 0.3%
85,680
-33,902
62
$7.13M 0.29%
+61,212
63
$7.09M 0.29%
115,518
+1,663
64
$7.03M 0.29%
+275,093
65
$6.91M 0.28%
+276,806
66
$6.88M 0.28%
+57,699
67
$6.86M 0.28%
72,426
+14,616
68
$6.84M 0.28%
54,304
+34,715
69
$6.84M 0.28%
38,857
+7,805
70
$6.82M 0.28%
53,181
+6,914
71
$6.78M 0.28%
192,553
+1,406
72
$6.73M 0.28%
335,886
+226,245
73
$6.68M 0.28%
+48,739
74
$6.52M 0.27%
55,715
-1,065
75
$6.41M 0.26%
+422,674
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3
4 5