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
951
$243K ﹤0.01%
+1,954
952
$242K ﹤0.01%
+3,895
953
$242K ﹤0.01%
+5,435
954
$241K ﹤0.01%
1,569
+166
955
$241K ﹤0.01%
+10,883
956
$241K ﹤0.01%
+551
957
$241K ﹤0.01%
1,556
-174
958
$240K ﹤0.01%
+10,693
959
$239K ﹤0.01%
+1,417
960
$238K ﹤0.01%
+4,105
961
$237K ﹤0.01%
1,403
962
$237K ﹤0.01%
+4,758
963
$237K ﹤0.01%
+3,984
964
$236K ﹤0.01%
+11,515
965
$236K ﹤0.01%
+821
966
$236K ﹤0.01%
+6,786
967
$235K ﹤0.01%
+2,231
968
$234K ﹤0.01%
+8,614
969
$233K ﹤0.01%
+92,337
970
$232K ﹤0.01%
2,765
-6,085
971
$232K ﹤0.01%
+14,166
972
$232K ﹤0.01%
+12,469
973
$232K ﹤0.01%
1,765
-147
974
$232K ﹤0.01%
2,938
+21
975
$232K ﹤0.01%
35,249
37 38
39
40 41