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
1076
$176K ﹤0.01%
+4,195
1077
$174K ﹤0.01%
+11,966
1078
$173K ﹤0.01%
2,900
-560
1079
$172K ﹤0.01%
5,345
+50
1080
$168K ﹤0.01%
+11,855
1081
$168K ﹤0.01%
+1,342
1082
$168K ﹤0.01%
+13,530
1083
$167K ﹤0.01%
+13,115
1084
$166K ﹤0.01%
1,991
+544
1085
$165K ﹤0.01%
2,666
1086
$162K ﹤0.01%
5,450
1087
$162K ﹤0.01%
+1,648
1088
$162K ﹤0.01%
+3,230
1089
$161K ﹤0.01%
+3,020
1090
$160K ﹤0.01%
1,955
-116
1091
$160K ﹤0.01%
2,247
+494
1092
$159K ﹤0.01%
+32,082
1093
$158K ﹤0.01%
805
+150
1094
$157K ﹤0.01%
+2,220
1095
$156K ﹤0.01%
3,365
+763
1096
$153K ﹤0.01%
+3,794
1097
$153K ﹤0.01%
+1,495
1098
$152K ﹤0.01%
+3,260
1099
$150K ﹤0.01%
18,142
-720
1100
$148K ﹤0.01%
12,859
42 43
44
45 46