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
$277M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$14.1M
3 +$11M
4
VHC icon
VirnetX Holding Corp
VHC
+$10.3M
5
JPM icon
JPMorgan Chase
JPM
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.57%
2 Financials 16.43%
3 Consumer Staples 15.94%
4 Healthcare 12.49%
5 Industrials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$191K 0.07%
+12,106
77
$184K 0.07%
+650
78
$176K 0.06%
+16,436
79
$161K 0.06%
+4,950
80
0
81
$17K 0.01%
+1,250