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
1126
$118K ﹤0.01%
4,068
-2,811
1127
$116K ﹤0.01%
4,809
-3,349
1128
$115K ﹤0.01%
+1,590
1129
$114K ﹤0.01%
1,550
1130
$112K ﹤0.01%
2,526
-1,370
1131
$112K ﹤0.01%
+13,011
1132
$109K ﹤0.01%
950
1133
$108K ﹤0.01%
+2,475
1134
$106K ﹤0.01%
2,000
1135
$106K ﹤0.01%
+1,350
1136
$106K ﹤0.01%
+20,636
1137
$106K ﹤0.01%
+5,155
1138
$105K ﹤0.01%
+851
1139
$103K ﹤0.01%
+2,795
1140
$103K ﹤0.01%
1,019
-2,658
1141
$102K ﹤0.01%
+4,300
1142
$102K ﹤0.01%
2,881
-962
1143
$101K ﹤0.01%
2,858
-1,396
1144
$101K ﹤0.01%
+1,639
1145
$98.3K ﹤0.01%
5,000
-1,087
1146
$96.1K ﹤0.01%
+13,862
1147
$94.8K ﹤0.01%
+10,124
1148
$94.3K ﹤0.01%
+10,930
1149
$90.6K ﹤0.01%
6,714
1150
$87.7K ﹤0.01%
13,367
+287
44 45
46
47 48