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
801
$356K ﹤0.01%
+10,443
802
$355K ﹤0.01%
+5,091
803
$355K ﹤0.01%
4,937
+1,038
804
$352K ﹤0.01%
13,520
+100
805
$348K ﹤0.01%
1,372
+121
806
$348K ﹤0.01%
+9,984
807
$344K ﹤0.01%
+845
808
$342K ﹤0.01%
+5,636
809
$341K ﹤0.01%
29,335
+13,000
810
$341K ﹤0.01%
9,874
+92
811
$341K ﹤0.01%
+6,961
812
$340K ﹤0.01%
+4,152
813
$337K ﹤0.01%
+3,507
814
$337K ﹤0.01%
5,281
815
$336K ﹤0.01%
+1,161
816
$332K ﹤0.01%
5,823
817
$332K ﹤0.01%
2,776
-233
818
$331K ﹤0.01%
3,559
819
$331K ﹤0.01%
11,765
+4,053
820
$331K ﹤0.01%
+2,073
821
$331K ﹤0.01%
6,921
+320
822
$329K ﹤0.01%
3,537
+1,233
823
$329K ﹤0.01%
5,385
824
$326K ﹤0.01%
28,994
+2,286
825
$325K ﹤0.01%
+4,100
31 32
33
34 35