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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.6M 0.25%
42,685
+24,051
77
$17.1M 0.25%
86,205
-262,885
78
$16.9M 0.24%
29,904
-11,079
79
$16.8M 0.24%
200,000
-1,675,304
80
$16.5M 0.24%
20,076
-375,192
81
$16.4M 0.24%
12,228
+6,370
82
$15.6M 0.23%
170,773
+128,738
83
$14.9M 0.22%
4,163
-10,475
84
$14.9M 0.21%
+429,378
85
$14.3M 0.21%
19,069
+3,671
86
$13.1M 0.19%
1,866
-40,824
87
$13M 0.19%
3,250
-286,701
88
$12.7M 0.18%
1,772
-306,445
89
$12.2M 0.18%
5,850
-89,404
90
$12.2M 0.18%
6,479
-18,546
91
$12.1M 0.17%
1,111
-14,854
92
$11.9M 0.17%
221,086
+191,313
93
$11.8M 0.17%
160,691
-121,017
94
$11.8M 0.17%
102,529
+101,550
95
$11.2M 0.16%
5,249
-14,371
96
$10.8M 0.16%
4,243
-9,846
97
$10.7M 0.15%
39,382
-16,167
98
$10.5M 0.15%
4,839
-1,342
99
$10.3M 0.15%
2,300,000
+2,161,792
100
$10.3M 0.15%
448,800
+438,783
2 3
4
5 6