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
$534M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.68M
3
+$2.81M
4
KMI icon
Kinder Morgan
KMI
+$2.63M
5
XOM icon
Exxon Mobil
XOM
+$1.8M

Top Sells

1
+$6.53M
2
+$5.81M
3
+$1.86M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.63M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.22M

Sector Composition

1 Financials 13.17%
2 Technology 12.03%
3 Healthcare 11.77%
4 Industrials 9.1%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,820
127
– –
-3,160
128
– –
-7,350
129
– –
-3,227
130
– –
-10,693
131
– –
-5,000
132
– –
-21,810
133
– –
-5,920
134
– –
-2,440
135
– –
-1,376
136
– –
-4,481
137
– –
-12,437
2 3 4 5
6