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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$173M
2
+$72.3M
3
+$65.1M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$46M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$42.2M

Top Sells

1
+$47.3M
2
+$27.3M
3
+$26.5M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$17.5M
5
NEE icon
NextEra Energy
NEE
+$8.14M

Sector Composition

1 Technology 12.87%
2 Healthcare 4.57%
3 Financials 4.12%
4 Consumer Discretionary 4.11%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$12.1K ﹤0.01%
667
1177
$9.6K ﹤0.01%
10,000
-10,000
1178
$9.6K ﹤0.01%
+15,000
1179
$9.19K ﹤0.01%
10,567
1180
$9.11K ﹤0.01%
501
1181
$3.75K ﹤0.01%
95
1182
– –
-843
1183
– –
-35,214
1184
– –
-2,726
1185
– –
-4,787
1186
– –
-2,068
1187
– –
-618
1188
– –
-15,028
1189
– –
-4,295
1190
– –
-8,844
1191
– –
-42
1192
– –
-11,121
1193
– –
-60,032
1194
– –
-2,541
1195
– –
-23,236
1196
– –
-13,555
1197
– –
-38,570
1198
– –
-2,616
1199
– –
-10,207
1200
– –
-3,384
45 46 47
48
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