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
$725M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$8.28M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$5.99M
5
VTV icon
Vanguard Value ETF
VTV
+$5.9M

Top Sells

1
+$81.5M
2
+$45.9M
3
+$20.2M
4
WBA
Walgreens Boots Alliance
WBA
+$8.16M
5
VFC icon
VF Corp
VFC
+$7.1M

Sector Composition

1 Financials 11.64%
2 Technology 9.16%
3 Industrials 7.11%
4 Healthcare 7.08%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$610K 0.08%
+10,492
77
$589K 0.08%
2,477
-195
78
$576K 0.08%
56,332
+2,300
79
$571K 0.08%
11,002
-19,658
80
$554K 0.08%
4,926
-4
81
$547K 0.08%
5,261
82
$547K 0.08%
16,847
-4,527
83
$527K 0.07%
39,410
84
$517K 0.07%
3,390
-224
85
$498K 0.07%
20,999
+17
86
$496K 0.07%
3,381
-2
87
$484K 0.07%
8,438
-1,352
88
$479K 0.07%
+16,178
89
$478K 0.07%
13,262
-1,963
90
$454K 0.06%
5,471
-1,630
91
$454K 0.06%
4,260
-1,837
92
$446K 0.06%
2,884
93
$439K 0.06%
3,620
+1,710
94
$436K 0.06%
3,697
-1,097
95
$424K 0.06%
2,055
-14
96
$419K 0.06%
1,565
-9
97
$399K 0.06%
7,727
+4
98
$393K 0.05%
+9,906
99
$370K 0.05%
+12,090
100
$368K 0.05%
10,902
+946
2 3
4
5 6