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
$607M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$10.7M
3
+$8.89M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.36M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$5.61M

Top Sells

1
+$110M
2
+$9.68M
3
+$6.28M
4
BND icon
Vanguard Total Bond Market
BND
+$3.87M
5
BWA icon
BorgWarner
BWA
+$3.4M

Sector Composition

1 Financials 13.06%
2 Technology 10.22%
3 Healthcare 9.99%
4 Industrials 7.59%
5 Energy 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.11%
8,185
+10
77
$626K 0.1%
9,068
-252
78
$599K 0.1%
3,992
-250
79
$590K 0.1%
6,670
80
$548K 0.09%
18,925
-5,140
81
$546K 0.09%
10,233
82
$541K 0.09%
+4,945
83
$531K 0.09%
12,952
+560
84
$491K 0.08%
10,568
-1,617
85
$470K 0.08%
+5,940
86
$459K 0.08%
5,775
+1,500
87
$452K 0.07%
2
88
$451K 0.07%
12,430
+471
89
$449K 0.07%
3,953
-1,630
90
$438K 0.07%
28,200
-700
91
$420K 0.07%
+12,940
92
$405K 0.07%
10,175
93
$399K 0.07%
2,030
94
$392K 0.06%
+47,910
95
$392K 0.06%
3,627
+593
96
$386K 0.06%
10,638
+62
97
$374K 0.06%
5,138
98
$353K 0.06%
2,396
-1,300
99
$351K 0.06%
6,468
+349
100
$339K 0.06%
3,200
-1,221
2 3
4
5 6