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%
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130
$434K 0.04%
5,878
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131
$426K 0.04%
1,477
132
$416K 0.04%
13,695
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133
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7,418
134
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3,651
+200
135
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1,948
+156
136
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137
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8,969
138
$388K 0.04%
2,371
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139
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11,070
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140
$369K 0.03%
3,766
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141
$361K 0.03%
7,314
142
$354K 0.03%
2,622
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143
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26,581
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144
$342K 0.03%
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145
$331K 0.03%
14,122
146
$324K 0.03%
3,250
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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