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
$11.6B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$74.7M
3
+$66.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$48.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$43.4M

Top Sells

1
+$47.3M
2
+$30.3M
3
+$29.6M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$18.1M
5
NEE icon
NextEra Energy
NEE
+$8.81M

Sector Composition

1 Technology 12.87%
2 Healthcare 4.57%
3 Consumer Discretionary 4.11%
4 Financials 4.09%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$410K ﹤0.01%
2,430
752
$406K ﹤0.01%
2,829
+377
753
$406K ﹤0.01%
+6,023
754
$405K ﹤0.01%
1,250
+150
755
$404K ﹤0.01%
3,150
+1,336
756
$404K ﹤0.01%
13,060
-7,855
757
$404K ﹤0.01%
+1,596
758
$403K ﹤0.01%
+4,038
759
$402K ﹤0.01%
3,561
-30
760
$401K ﹤0.01%
10,221
+1,537
761
$397K ﹤0.01%
13,657
+5,918
762
$396K ﹤0.01%
+4,614
763
$395K ﹤0.01%
19,176
-378
764
$395K ﹤0.01%
+15,896
765
$394K ﹤0.01%
19,337
+2,500
766
$393K ﹤0.01%
9,688
-489
767
$392K ﹤0.01%
+1,913
768
$391K ﹤0.01%
2,408
+522
769
$391K ﹤0.01%
+2,611
770
$390K ﹤0.01%
+14,947
771
$390K ﹤0.01%
+17,423
772
$389K ﹤0.01%
1,471
+507
773
$387K ﹤0.01%
12,005
-930
774
$387K ﹤0.01%
+5,423
775
$387K ﹤0.01%
+1,638
29 30
31
32 33