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
1101
$146K ﹤0.01%
+12,546
1102
$146K ﹤0.01%
+1,430
1103
$145K ﹤0.01%
114
1104
$144K ﹤0.01%
+12,049
1105
$144K ﹤0.01%
3,836
-33
1106
$144K ﹤0.01%
+41,167
1107
$142K ﹤0.01%
+3,776
1108
$142K ﹤0.01%
+24,701
1109
$142K ﹤0.01%
902
+40
1110
$141K ﹤0.01%
4,775
+564
1111
$139K ﹤0.01%
4,201
1112
$132K ﹤0.01%
+10,847
1113
$130K ﹤0.01%
5,914
+187
1114
$129K ﹤0.01%
+11,475
1115
$127K ﹤0.01%
+2,225
1116
$127K ﹤0.01%
3,823
-299
1117
$123K ﹤0.01%
14,738
1118
$123K ﹤0.01%
+1,355
1119
$123K ﹤0.01%
+5,255
1120
$122K ﹤0.01%
3,084
-490
1121
$122K ﹤0.01%
1,669
+26
1122
$121K ﹤0.01%
+1,936
1123
$120K ﹤0.01%
+965
1124
$119K ﹤0.01%
1,685
+104
1125
$118K ﹤0.01%
13,274
-40
43 44
45
46 47