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
$1.06B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.96M
3
+$7.95M
4
WH icon
Wyndham Hotels & Resorts
WH
+$5.29M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.95M

Top Sells

1
+$13.3M
2
+$8.38M
3
+$7.84M
4
DVN icon
Devon Energy
DVN
+$7.7M
5
TNL icon
Travel + Leisure Co
TNL
+$4.86M

Sector Composition

1 Financials 11.54%
2 Technology 8.06%
3 Healthcare 6.88%
4 Industrials 6.35%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.04%
+2,686
127
$453K 0.04%
4,638
128
$444K 0.04%
5,215
+1,332
129
$437K 0.04%
4,719
-21
130
$434K 0.04%
5,878
+55
131
$426K 0.04%
1,477
132
$416K 0.04%
13,695
+220
133
$416K 0.04%
7,418
134
$410K 0.04%
3,651
+200
135
$398K 0.04%
1,948
+156
136
$395K 0.04%
+5,900
137
$392K 0.04%
8,969
138
$388K 0.04%
2,371
+368
139
$374K 0.04%
11,070
+36
140
$369K 0.03%
3,766
+114
141
$361K 0.03%
7,314
142
$354K 0.03%
2,622
+78
143
$346K 0.03%
26,581
-1,851
144
$342K 0.03%
5,908
-440
145
$331K 0.03%
14,122
146
$324K 0.03%
3,250
-386
147
$319K 0.03%
6,012
-80
148
$316K 0.03%
2,002
149
$314K 0.03%
4,010
+316
150
$313K 0.03%
3,278
+52
4 5
6
7 8