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
$534M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.68M
3
+$2.81M
4
KMI icon
Kinder Morgan
KMI
+$2.63M
5
XOM icon
Exxon Mobil
XOM
+$1.8M

Top Sells

1
+$6.53M
2
+$5.81M
3
+$1.86M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.63M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.22M

Sector Composition

1 Financials 13.17%
2 Technology 12.03%
3 Healthcare 11.77%
4 Industrials 9.1%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.08%
3,945
+1,135
77
$416K 0.08%
5,138
78
$410K 0.08%
2
79
$397K 0.07%
48,270
+12,060
80
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9,464
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81
$387K 0.07%
2,439
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82
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+12,100
83
$381K 0.07%
4,488
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84
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6,701
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85
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9,549
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86
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11,693
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87
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88
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4,913
89
$342K 0.06%
3,081
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90
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10,336
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91
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3,359
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92
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11,042
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93
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3,385
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94
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5,495
-3,521
95
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3,940
96
$289K 0.05%
3,139
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97
$283K 0.05%
4,596
-1,877
98
$279K 0.05%
6,800
99
$270K 0.05%
2,056
-718
100
$270K 0.05%
3,080
-190
2 3
4
5 6