EWA

EP Wealth Advisors Portfolio holdings

AUM $15.2B
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$8.28M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$5.99M
5
VTV icon
Vanguard Value ETF
VTV
+$5.9M

Top Sells

1
+$81.5M
2
+$45.9M
3
+$20.2M
4
WBA
Walgreens Boots Alliance
WBA
+$8.16M
5
VFC icon
VF Corp
VFC
+$7.1M

Sector Composition

1 Financials 11.64%
2 Technology 9.16%
3 Industrials 7.11%
4 Healthcare 7.08%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.04%
2,816
+100
127
$268K 0.04%
5,174
-716
128
$267K 0.04%
+3,250
129
$265K 0.04%
5,656
-1,112
130
$264K 0.04%
1,894
-375
131
$262K 0.04%
6,963
-2,614
132
$261K 0.04%
4,716
-1,024
133
$255K 0.04%
20,750
134
$254K 0.04%
+11,662
135
$252K 0.03%
5,260
136
$250K 0.03%
1,925
-1,476
137
$250K 0.03%
1
138
$247K 0.03%
14,895
-2,433
139
$241K 0.03%
2,680
-955
140
$240K 0.03%
10,300
141
$228K 0.03%
2,059
-3,919
142
$226K 0.03%
3,302
+17
143
$221K 0.03%
+8,306
144
$219K 0.03%
+6,272
145
$217K 0.03%
+1,110
146
$217K 0.03%
1,340
-273
147
$214K 0.03%
2,663
-107
148
$211K 0.03%
7,025
-1,619
149
$211K 0.03%
+2,564
150
$210K 0.03%
+2,514
3 4 5
6
7