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
$948M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$3.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.62M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.49M

Top Sells

1
+$9.72M
2
+$2.09M
3
+$1.51M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1M
5
SSD icon
Simpson Manufacturing
SSD
+$905K

Sector Composition

1 Financials 11.91%
2 Technology 8.47%
3 Industrials 6.66%
4 Healthcare 6.32%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.12%
+70,283
77
$1.07M 0.11%
6,899
+316
78
$1.07M 0.11%
7,306
+158
79
$1.04M 0.11%
6,009
-55,907
80
$1.03M 0.11%
22,513
+4,845
81
$933K 0.1%
65,231
+25,538
82
$919K 0.1%
776,466
+688,614
83
$913K 0.1%
9,938
+89
84
$909K 0.1%
19,805
-504
85
$864K 0.09%
8,175
-1,674
86
$861K 0.09%
12,064
-176
87
$856K 0.09%
16,582
-13,658
88
$838K 0.09%
30,016
+10,102
89
$813K 0.09%
17,615
-741
90
$731K 0.08%
4,830
91
$723K 0.08%
3,815
+146
92
$690K 0.07%
11,338
+3,602
93
$685K 0.07%
16,909
+4,404
94
$677K 0.07%
7,753
-11,483
95
$668K 0.07%
51,399
-77
96
$657K 0.07%
8,059
-6,860
97
$629K 0.07%
12,464
-8,072
98
$617K 0.07%
2,011
-465
99
$604K 0.06%
11,271
+208
100
$603K 0.06%
3,210
+24
2 3
4
5 6