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
1151
$81.9K ﹤0.01%
+12,132
1152
$79.2K ﹤0.01%
+12,414
1153
$73.2K ﹤0.01%
+10,547
1154
$69.5K ﹤0.01%
+10,639
1155
$68.5K ﹤0.01%
24,475
+13,625
1156
$66.5K ﹤0.01%
+12,416
1157
$66K ﹤0.01%
+11,295
1158
$61.4K ﹤0.01%
+11,230
1159
$58.5K ﹤0.01%
+35,000
1160
$54.8K ﹤0.01%
+10,000
1161
$50.6K ﹤0.01%
+10,022
1162
$50.3K ﹤0.01%
2,703
-20
1163
$45.8K ﹤0.01%
21,000
1164
$45.5K ﹤0.01%
15,000
+5,000
1165
$45.4K ﹤0.01%
+10,910
1166
$44.8K ﹤0.01%
+15,068
1167
$43.1K ﹤0.01%
28,900
-2,000
1168
$42.8K ﹤0.01%
15,750
+4,250
1169
$42K ﹤0.01%
28,000
1170
$37.5K ﹤0.01%
34,725
1171
$27.3K ﹤0.01%
10,000
1172
$21.7K ﹤0.01%
+11,224
1173
$20.9K ﹤0.01%
11,500
1174
$19.6K ﹤0.01%
+710
1175
$12.3K ﹤0.01%
+10,432
45 46
47
48 49