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
$948M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$3.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.62M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.49M

Top Sells

1
+$9.72M
2
+$2.09M
3
+$1.51M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1M
5
SSD icon
Simpson Manufacturing
SSD
+$905K

Sector Composition

1 Financials 11.91%
2 Technology 8.47%
3 Industrials 6.66%
4 Healthcare 6.32%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$586K 0.06%
7,013
-442
102
$574K 0.06%
5,027
-398
103
$572K 0.06%
54,032
104
$561K 0.06%
8,759
-443
105
$556K 0.06%
16,194
+49
106
$546K 0.06%
1,702
-115
107
$542K 0.06%
2,190
+65
108
$523K 0.06%
5,864
+735
109
$523K 0.06%
6,910
+2,464
110
$519K 0.05%
9,672
+69
111
$510K 0.05%
13,323
+1,748
112
$509K 0.05%
37,046
113
$493K 0.05%
2,884
114
$481K 0.05%
28,232
+14,030
115
$476K 0.05%
3,465
+412
116
$470K 0.05%
2,728
+528
117
$452K 0.05%
3,719
+134
118
$433K 0.05%
8,640
-340
119
$424K 0.04%
8,311
-14,557
120
$418K 0.04%
1,790
-92
121
$411K 0.04%
4,168
122
$409K 0.04%
+6,063
123
$401K 0.04%
8,942
124
$382K 0.04%
2,181
-144
125
$369K 0.04%
3,635
+1
3 4
5
6 7