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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
$12.5B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$99.4M
2
+$61.8M
3
+$44.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$44.4M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$43.3M

Top Sells

1
+$64.7M
2
+$41.6M
3
+$26.9M
4
HON icon
Honeywell
HON
+$20.2M
5
VTV icon
Vanguard Value ETF
VTV
+$17.1M

Sector Composition

1 Technology 11.25%
2 Financials 5.94%
3 Healthcare 4.16%
4 Consumer Discretionary 3.89%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$20.7K ﹤0.01%
14,185
-9,051
1277
$15.2K ﹤0.01%
+10,077
1278
$11.9K ﹤0.01%
+16,500
1279
$11.9K ﹤0.01%
10,500
1280
$7.83K ﹤0.01%
667
1281
$6.95K ﹤0.01%
10,000
1282
– –
-11,920
1283
– –
-10,239
1284
– –
-2,816
1285
– –
-10,554
1286
– –
-1,845
1287
– –
-2,885
1288
– –
-6,331
1289
– –
-1,907
1290
– –
-2,985
1291
– –
-3,146
1292
– –
-7,706
1293
– –
-2,800
1294
– –
-444
1295
– –
-1,822
1296
– –
-5,891
1297
– –
-3,057
1298
– –
-17,016
1299
– –
-693
1300
– –
-1,760
50 51
52
53 54