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
$948M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$3.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.62M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.49M

Top Sells

1
+$9.72M
2
+$2.09M
3
+$1.51M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1M
5
SSD icon
Simpson Manufacturing
SSD
+$905K

Sector Composition

1 Financials 11.91%
2 Technology 8.47%
3 Industrials 6.66%
4 Healthcare 6.32%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$366K 0.04%
10,968
+46
127
$364K 0.04%
2,349
-135
128
$363K 0.04%
2,384
-494
129
$354K 0.04%
3,563
+123
130
$353K 0.04%
8,687
131
$350K 0.04%
2,783
+700
132
$349K 0.04%
3,451
-175
133
$343K 0.04%
6,596
-1,308
134
$337K 0.04%
+6,678
135
$336K 0.04%
2,041
-275
136
$334K 0.04%
7,812
137
$326K 0.03%
1,744
+310
138
$324K 0.03%
3,351
-14
139
$322K 0.03%
3,152
+347
140
$316K 0.03%
6,860
141
$313K 0.03%
+24,000
142
$310K 0.03%
3,915
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143
$308K 0.03%
+17,652
144
$307K 0.03%
10,080
-1,885
145
$298K 0.03%
1
146
$298K 0.03%
2,549
147
$295K 0.03%
6,990
+9
148
$295K 0.03%
1,204
149
$293K 0.03%
+4,401
150
$289K 0.03%
+30,000
4 5
6
7 8