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
$2.43B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$18.8M
3
+$15.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$20.2M
2
+$11.3M
3
+$6.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.52M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.92M

Sector Composition

1 Technology 8.58%
2 Financials 6.82%
3 Industrials 5.03%
4 Communication Services 4.57%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.3M 0.09%
21,286
-4,902
127
$2.25M 0.09%
11,403
+705
128
$2.21M 0.09%
53,690
+3,645
129
$2.2M 0.09%
14,305
+1,225
130
$2.17M 0.09%
94,915
+42,460
131
$2.08M 0.09%
19,329
+4,432
132
$2.08M 0.09%
25,732
+5,586
133
$1.99M 0.08%
25,527
+906
134
$1.98M 0.08%
32,281
+1,897
135
$1.93M 0.08%
114,650
+51,254
136
$1.81M 0.07%
9,137
+637
137
$1.72M 0.07%
19,843
+993
138
$1.72M 0.07%
19,519
+8,126
139
$1.72M 0.07%
+66,602
140
$1.64M 0.07%
11,121
+2,400
141
$1.63M 0.07%
7,689
+183
142
$1.62M 0.07%
2,780
+1
143
$1.6M 0.07%
8,974
-259
144
$1.6M 0.07%
21,130
+7,868
145
$1.6M 0.07%
19,703
+341
146
$1.59M 0.07%
4,078
+1,955
147
$1.58M 0.07%
39,698
+18,878
148
$1.53M 0.06%
+40,588
149
$1.52M 0.06%
21,936
+17,788
150
$1.5M 0.06%
117,060
-7,764
4 5
6
7 8