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
926
$257K ﹤0.01%
1,335
927
$257K ﹤0.01%
7,987
928
$254K ﹤0.01%
+10,751
929
$253K ﹤0.01%
+5,044
930
$252K ﹤0.01%
1,535
+117
931
$252K ﹤0.01%
+13,569
932
$251K ﹤0.01%
+1,198
933
$251K ﹤0.01%
+6,519
934
$251K ﹤0.01%
+20,432
935
$251K ﹤0.01%
+3,179
936
$251K ﹤0.01%
7,405
-89
937
$250K ﹤0.01%
+3,577
938
$250K ﹤0.01%
20,675
939
$250K ﹤0.01%
+2,670
940
$249K ﹤0.01%
+1,870
941
$248K ﹤0.01%
+2,477
942
$248K ﹤0.01%
2,762
-10
943
$247K ﹤0.01%
+1,485
944
$247K ﹤0.01%
+1,354
945
$245K ﹤0.01%
+3,312
946
$245K ﹤0.01%
770
+65
947
$245K ﹤0.01%
+13,964
948
$245K ﹤0.01%
+4,828
949
$244K ﹤0.01%
+7,986
950
$243K ﹤0.01%
+5,221
36 37
38
39 40