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
851
$306K ﹤0.01%
+11,804
852
$305K ﹤0.01%
+1,262
853
$305K ﹤0.01%
82,970
-15,557
854
$304K ﹤0.01%
+18,375
855
$304K ﹤0.01%
+9,719
856
$304K ﹤0.01%
+641
857
$303K ﹤0.01%
12,880
858
$302K ﹤0.01%
+771
859
$302K ﹤0.01%
+6,524
860
$302K ﹤0.01%
2,712
+110
861
$302K ﹤0.01%
7,257
+3,275
862
$301K ﹤0.01%
9,944
-11,146
863
$299K ﹤0.01%
538
-32
864
$299K ﹤0.01%
1,198
+41
865
$299K ﹤0.01%
+8,968
866
$298K ﹤0.01%
+908
867
$296K ﹤0.01%
2,830
+371
868
$296K ﹤0.01%
4,340
869
$295K ﹤0.01%
505
-10
870
$294K ﹤0.01%
+3,904
871
$294K ﹤0.01%
+3,471
872
$294K ﹤0.01%
+1,356
873
$293K ﹤0.01%
14,371
+503
874
$293K ﹤0.01%
21,855
875
$291K ﹤0.01%
1,640
+8
33 34
35
36 37