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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.97M 0.14%
6,791
-9,386
102
$9.68M 0.14%
4,209
+3,294
103
$9.64M 0.14%
1,866
-1,814
104
$9.46M 0.14%
182,117
-7,524
105
$9.45M 0.14%
525,613
106
$9.31M 0.13%
38,594
107
$9.25M 0.13%
1,448
-284,949
108
$9.03M 0.13%
15,000
-52,993
109
$8.97M 0.13%
8,467
-18,021
110
$8.87M 0.13%
11,093
+8,672
111
$8.82M 0.13%
32,084
+23,076
112
$8.6M 0.12%
102,750
-105,236
113
$8.48M 0.12%
9,377
+6,876
114
$8.44M 0.12%
4,466
-85,798
115
$8.31M 0.12%
4,932
-6,548
116
$8.24M 0.12%
33,964
-137,292
117
$7.98M 0.12%
2,885
-44,236
118
$7.95M 0.11%
10,000
-15,067
119
$7.85M 0.11%
412,909
+381,915
120
$7.83M 0.11%
39,965
+25,071
121
$7.6M 0.11%
20,699
-3,427
122
$7.42M 0.11%
13,525
-11,930
123
$7.18M 0.1%
7,348
+5,112
124
$6.88M 0.1%
16,618,059
+16,596,129
125
$6.74M 0.1%
29,715
-57,451
3 4
5
6 7