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
$2.43B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.8M
3
+$15.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$20.2M
2
+$11.3M
3
+$6.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.52M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.92M

Sector Composition

1 Technology 8.58%
2 Financials 6.82%
3 Industrials 5.03%
4 Communication Services 4.57%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.39M 0.26%
126,663
+100,851
77
$6.12M 0.25%
28,560
+13,139
78
$5.99M 0.25%
202,773
-8,228
79
$5.9M 0.24%
58,243
-2,065
80
$5.68M 0.23%
45,655
-894
81
$5.54M 0.23%
25,344
+704
82
$5.36M 0.22%
96,848
-1,166
83
$5.22M 0.21%
45,531
-19,206
84
$5.03M 0.21%
15,490
-1,040
85
$4.89M 0.2%
100,920
+64,968
86
$4.77M 0.2%
41,247
+235
87
$4.69M 0.19%
+22,045
88
$4.48M 0.18%
88,940
+79,000
89
$4.32M 0.18%
116,077
+23,546
90
$4.09M 0.17%
134,760
-72,216
91
$4.04M 0.17%
+159,605
92
$3.99M 0.16%
13,491
+9,096
93
$3.85M 0.16%
23,232
+1,646
94
$3.76M 0.15%
30,106
+3,193
95
$3.69M 0.15%
15,304
+2,296
96
$3.6M 0.15%
19,099
+105
97
$3.54M 0.15%
59,163
+25
98
$3.53M 0.15%
+137,569
99
$3.44M 0.14%
27,639
-712
100
$3.43M 0.14%
30,103
+2,444
2 3
4
5 6