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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.4M 0.48%
72,897
52
$33.2M 0.48%
1,072
-27,647
53
$33.2M 0.48%
12,811
-101,048
54
$32.5M 0.47%
45,520
-12,320
55
$32.3M 0.47%
275,535
56
$31.7M 0.46%
1,090
-8,910
57
$31.1M 0.45%
1,737
+193
58
$30.4M 0.44%
2,379
-197,621
59
$29.6M 0.43%
11,424
+113
60
$28.5M 0.41%
18,670
-60,319
61
$28.2M 0.41%
+5,858
62
$27.9M 0.4%
7,597
-3,573
63
$24.1M 0.35%
5,050
-97,700
64
$23.9M 0.34%
140,839
+137,464
65
$23.2M 0.34%
3,680
-446,320
66
$23M 0.33%
7,944
+6,991
67
$22.5M 0.32%
22,542
+13,215
68
$22.2M 0.32%
6,975
-47,163
69
$22.2M 0.32%
16,535
-18,623
70
$20.8M 0.3%
20,682
+6,731
71
$19.9M 0.29%
34,927
+33,221
72
$19.5M 0.28%
1,017,187
73
$18.9M 0.27%
19,597
-5,566
74
$18.6M 0.27%
+19,260
75
$18.4M 0.27%
2,494
+1,204
1 2
3
4 5