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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.68M 0.1%
16,002
+13,267
127
$6.68M 0.1%
7,376
-4,852
128
$6.63M 0.1%
2,419,305
+2,026,024
129
$6.27M 0.09%
30,432
-22,582
130
$6.22M 0.09%
12,200
-2,590,438
131
$6.05M 0.09%
12,580
-520,212
132
$6.03M 0.09%
1,745
-52,299
133
$6M 0.09%
3,179,153
+3,138,619
134
$5.95M 0.09%
35,788
135
$5.94M 0.09%
7,241
-32,141
136
$5.89M 0.08%
979
-25,848
137
$5.83M 0.08%
10,000
-55,053
138
$5.72M 0.08%
1,045,426
+1,043,421
139
$5.65M 0.08%
19,620
+16,400
140
$5.57M 0.08%
2,295
-16,656
141
$5.48M 0.08%
27,214
+19,132
142
$5.47M 0.08%
114,745
+112,390
143
$5.42M 0.08%
22,378
+11,975
144
$5.29M 0.08%
2,937
-52,017
145
$5.27M 0.08%
11,431
+1,286
146
$5.24M 0.08%
431,432
+265,594
147
$5.18M 0.07%
55,549
+16,834
148
$5.16M 0.07%
+44,831
149
$5.14M 0.07%
274,751
150
$5.11M 0.07%
65,053
-1,408
4 5
6
7 8