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
$11.6B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$74.7M
3
+$66.2M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$48.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$43.4M

Top Sells

1
+$47.3M
2
+$30.3M
3
+$29.6M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$18.1M
5
NEE icon
NextEra Energy
NEE
+$8.81M

Sector Composition

1 Technology 12.87%
2 Healthcare 4.57%
3 Consumer Discretionary 4.11%
4 Financials 4.09%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$231K ﹤0.01%
1,667
-213
977
$231K ﹤0.01%
+1,388
978
$229K ﹤0.01%
2,177
979
$229K ﹤0.01%
+17,323
980
$228K ﹤0.01%
+7,050
981
$228K ﹤0.01%
1,449
+545
982
$226K ﹤0.01%
+1,867
983
$225K ﹤0.01%
8,410
+596
984
$225K ﹤0.01%
+1,673
985
$224K ﹤0.01%
+11,777
986
$224K ﹤0.01%
3,787
+282
987
$224K ﹤0.01%
+15,893
988
$223K ﹤0.01%
+149
989
$223K ﹤0.01%
7,106
+532
990
$222K ﹤0.01%
+5,001
991
$221K ﹤0.01%
+2,589
992
$221K ﹤0.01%
+4,245
993
$221K ﹤0.01%
+1,642
994
$221K ﹤0.01%
3,865
995
$221K ﹤0.01%
+5,696
996
$220K ﹤0.01%
+9,595
997
$220K ﹤0.01%
754
+11
998
$220K ﹤0.01%
+3,269
999
$218K ﹤0.01%
+1,934
1000
$218K ﹤0.01%
4,698
-5
38 39
40
41 42