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
$2.43B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.8M
3
+$15.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$20.2M
2
+$11.3M
3
+$6.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.52M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.92M

Sector Composition

1 Technology 8.58%
2 Financials 6.82%
3 Industrials 5.03%
4 Communication Services 4.57%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.42M 0.14%
76,150
+52,849
102
$3.36M 0.14%
10,320
-975
103
$3.29M 0.14%
20,343
-1,313
104
$3.24M 0.13%
28,873
+3,000
105
$3.14M 0.13%
69,762
-3,577
106
$3.11M 0.13%
+52,582
107
$3.07M 0.13%
23,611
+12,084
108
$3.01M 0.12%
46,795
-1,488
109
$2.84M 0.12%
12,930
-1,019
110
$2.79M 0.12%
51,902
+6,893
111
$2.79M 0.11%
25,896
-1,709
112
$2.68M 0.11%
19,264
-491
113
$2.68M 0.11%
44,964
+8,400
114
$2.62M 0.11%
7,617
-348
115
$2.61M 0.11%
64,202
-8,926
116
$2.61M 0.11%
29,725
+7,338
117
$2.61M 0.11%
44,788
-3,015
118
$2.48M 0.1%
45,917
-3,987
119
$2.43M 0.1%
31,603
+805
120
$2.39M 0.1%
18,613
+9,034
121
$2.39M 0.1%
55,497
+510
122
$2.38M 0.1%
44,894
+38,034
123
$2.38M 0.1%
+40,876
124
$2.37M 0.1%
23,241
+5,537
125
$2.33M 0.1%
15,764
-1,611
3 4
5
6 7