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
876
$290K ﹤0.01%
+3,020
877
$289K ﹤0.01%
+31,515
878
$288K ﹤0.01%
15,983
-2,486
879
$286K ﹤0.01%
+3,273
880
$285K ﹤0.01%
26,982
+6,872
881
$285K ﹤0.01%
+9,032
882
$283K ﹤0.01%
4,626
+56
883
$283K ﹤0.01%
4,168
-2,515
884
$282K ﹤0.01%
26,800
885
$281K ﹤0.01%
8,391
-1,029
886
$279K ﹤0.01%
+1,012
887
$278K ﹤0.01%
+1,840
888
$278K ﹤0.01%
13,057
+5,706
889
$276K ﹤0.01%
+20,927
890
$276K ﹤0.01%
+311
891
$275K ﹤0.01%
+1,880
892
$273K ﹤0.01%
+24,637
893
$273K ﹤0.01%
+1,384
894
$272K ﹤0.01%
1,171
+358
895
$272K ﹤0.01%
+7,058
896
$271K ﹤0.01%
173
+19
897
$271K ﹤0.01%
2,183
+175
898
$271K ﹤0.01%
1,226
+108
899
$270K ﹤0.01%
+39,692
900
$270K ﹤0.01%
2,639
-182
34 35
36
37 38