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
$948M
AUM Growth
+$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.58M
3
+$3.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.62M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.49M

Top Sells

1
+$9.72M
2
+$2.09M
3
+$1.51M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1M
5
SSD icon
Simpson Manufacturing
SSD
+$905K

Sector Composition

1 Financials 11.91%
2 Technology 8.47%
3 Industrials 6.66%
4 Healthcare 6.32%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.03%
13,830
-1,650
152
$286K 0.03%
3,505
-30
153
$286K 0.03%
1,851
+130
154
$279K 0.03%
+2,824
155
$274K 0.03%
14,290
-3,000
156
$274K 0.03%
15,045
+150
157
$271K 0.03%
+3,750
158
$269K 0.03%
+5,710
159
$265K 0.03%
3,546
-579
160
$263K 0.03%
1,856
161
$262K 0.03%
11,378
+631
162
$261K 0.03%
+4,955
163
$256K 0.03%
8,053
+4
164
$251K 0.03%
+9,474
165
$249K 0.03%
12,000
166
$246K 0.03%
3,367
+280
167
$244K 0.03%
+20,000
168
$243K 0.03%
3,161
+1
169
$243K 0.03%
+10,000
170
$242K 0.03%
+13,650
171
$241K 0.03%
2,076
+281
172
$241K 0.03%
1,667
-69
173
$233K 0.02%
5,980
+420
174
$233K 0.02%
+4,401
175
$230K 0.02%
+2,199
5 6
7
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