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
$1.03B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.04M
3
+$8.45M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.84M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.31M

Top Sells

1
+$15.3M
2
+$7.35M
3
+$2.14M
4
AMT icon
American Tower
AMT
+$2.1M
5
IAK icon
iShares US Insurance ETF
IAK
+$1.16M

Sector Composition

1 Financials 11.99%
2 Technology 9.02%
3 Healthcare 6.46%
4 Industrials 6.4%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$446K 0.04%
2,063
-118
127
$441K 0.04%
4,638
+470
128
$440K 0.04%
+2,399
129
$433K 0.04%
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-538
130
$420K 0.04%
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-372
131
$411K 0.04%
13,475
+3,395
132
$411K 0.04%
7,418
-1,341
133
$409K 0.04%
13,625
-3,284
134
$405K 0.04%
24,040
-4,192
135
$399K 0.04%
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136
$393K 0.04%
8,942
137
$392K 0.04%
5,815
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138
$385K 0.04%
2,544
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139
$379K 0.04%
+5,823
140
$370K 0.04%
28,432
-8,614
141
$367K 0.04%
11,034
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142
$362K 0.04%
7,314
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143
$354K 0.03%
2,908
+125
144
$354K 0.03%
1,477
-313
145
$353K 0.03%
5,457
-1,556
146
$351K 0.03%
3,636
+1
147
$342K 0.03%
1,792
+48
148
$341K 0.03%
3,652
+89
149
$340K 0.03%
+14,122
150
$337K 0.03%
1,971
-70
4 5
6
7 8