EWA

EP Wealth Advisors Portfolio holdings

AUM $19.2B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1 +$1.69B
2 +$1.49B
3 +$684M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$675M
5
AAPL icon
Apple
AAPL
+$615M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.55%
2 Financials 5.01%
3 Communication Services 3.45%
4 Healthcare 3.32%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TOST icon
826
Toast
TOST
$17.4B
$563K ﹤0.01%
+15,862
CNO icon
827
CNO Financial Group
CNO
$4.01B
$562K ﹤0.01%
+13,237
VIS icon
828
Vanguard Industrials ETF
VIS
$7.37B
$561K ﹤0.01%
+1,881
YJUN icon
829
FT Vest International Equity Buffer ETF June
YJUN
$143M
$560K ﹤0.01%
+21,829
MCHP icon
830
Microchip Technology
MCHP
$37.8B
$556K ﹤0.01%
+8,729
TEM
831
Tempus AI
TEM
$9.17B
$553K ﹤0.01%
+9,361
TROW icon
832
T. Rowe Price
TROW
$20.1B
$552K ﹤0.01%
+5,395
MLPX icon
833
Global X MLP & Energy Infrastructure ETF
MLPX
$3.3B
$552K ﹤0.01%
+9,119
SR icon
834
Spire
SR
$5.44B
$551K ﹤0.01%
+6,666
CLH icon
835
Clean Harbors
CLH
$15.5B
$551K ﹤0.01%
+2,349
EXR icon
836
Extra Space Storage
EXR
$31.7B
$550K ﹤0.01%
+4,222
ACHR icon
837
Archer Aviation
ACHR
$4.96B
$549K ﹤0.01%
+73,070
SNY icon
838
Sanofi
SNY
$112B
$549K ﹤0.01%
+11,330
SIVR icon
839
abrdn Physical Silver Shares ETF
SIVR
$6.05B
$548K ﹤0.01%
+8,101
PRFZ icon
840
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
$548K ﹤0.01%
+11,931
VRSN icon
841
VeriSign
VRSN
$21.9B
$545K ﹤0.01%
+2,244
DRLL icon
842
Strive US Energy ETF
DRLL
$291M
$544K ﹤0.01%
+19,082
CARY icon
843
Angel Oak Income ETF
CARY
$884M
$542K ﹤0.01%
+26,028
STX icon
844
Seagate
STX
$84B
$541K ﹤0.01%
+1,964
VSGX icon
845
Vanguard ESG International Stock ETF
VSGX
$5.98B
$540K ﹤0.01%
+7,535
ST icon
846
Sensata Technologies
ST
$5.09B
$539K ﹤0.01%
+16,186
CCL icon
847
Carnival Corp
CCL
$38.7B
$539K ﹤0.01%
+17,639
IYH icon
848
iShares US Healthcare ETF
IYH
$3.31B
$539K ﹤0.01%
+8,272
FLV icon
849
American Century Focused Large Cap Value ETF
FLV
$325M
$538K ﹤0.01%
+7,100
CDW icon
850
CDW
CDW
$16.1B
$537K ﹤0.01%
+3,940