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
$725M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$8.28M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$5.99M
5
VTV icon
Vanguard Value ETF
VTV
+$5.9M

Top Sells

1
+$81.5M
2
+$45.9M
3
+$20.2M
4
WBA
Walgreens Boots Alliance
WBA
+$8.16M
5
VFC icon
VF Corp
VFC
+$7.1M

Sector Composition

1 Financials 11.64%
2 Technology 9.16%
3 Industrials 7.11%
4 Healthcare 7.08%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$366K 0.05%
12,570
+1,570
102
$351K 0.05%
8,144
-136
103
$351K 0.05%
+1,887
104
$349K 0.05%
1,758
+6
105
$343K 0.05%
2,907
+252
106
$336K 0.05%
7,039
-570
107
$321K 0.04%
4,872
-83
108
$317K 0.04%
3,545
109
$313K 0.04%
2,277
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110
$311K 0.04%
5,133
-856
111
$307K 0.04%
3,368
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112
$307K 0.04%
+8,999
113
$306K 0.04%
11,804
-20,246
114
$305K 0.04%
4,105
-6,115
115
$300K 0.04%
12,494
+4,598
116
$296K 0.04%
3,736
-527
117
$295K 0.04%
3,700
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118
$293K 0.04%
2,592
119
$289K 0.04%
15,585
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120
$286K 0.04%
+25,374
121
$286K 0.04%
+8,944
122
$285K 0.04%
4,276
-638
123
$284K 0.04%
+6,860
124
$284K 0.04%
4,445
+9
125
$275K 0.04%
+2,421
3 4
5
6 7