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
151
$1.49M 0.06%
9,152
-187
152
$1.47M 0.06%
+18,388
153
$1.43M 0.06%
53,218
-10,920
154
$1.43M 0.06%
+55,951
155
$1.38M 0.06%
44,930
+8,393
156
$1.37M 0.06%
+35,987
157
$1.37M 0.06%
25,000
-1,649
158
$1.36M 0.06%
14,313
+12,062
159
$1.33M 0.05%
23,334
-1,161
160
$1.31M 0.05%
68,615
-1,270
161
$1.29M 0.05%
38,886
+384
162
$1.29M 0.05%
18,703
-1,510
163
$1.26M 0.05%
9,826
+227
164
$1.26M 0.05%
+48,069
165
$1.23M 0.05%
15,335
-251,439
166
$1.23M 0.05%
+47,728
167
$1.23M 0.05%
19,271
-1,290
168
$1.22M 0.05%
13,769
+1,363
169
$1.2M 0.05%
25,710
-2,400
170
$1.19M 0.05%
10,638
+282
171
$1.17M 0.05%
+18,004
172
$1.17M 0.05%
13,457
+573
173
$1.16M 0.05%
779
174
$1.16M 0.05%
13,993
+1,442
175
$1.16M 0.05%
23,180
-1,280
5 6
7
8 9