EWA
EP Wealth Advisors Portfolio holdings
AUM
$15.2B
1-Year Return
15.53%
This Quarter Return
+4.19%
1 Year Return
+15.53%
3 Year Return
+59.16%
5 Year Return
+100.04%
10 Year Return
+226.62%
AUM
$866M
AUM Growth
+$50M
(+6.1%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
50.16%
Holding
192
New
13
Increased
61
Reduced
89
Closed
15
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$10.9M |
| 2 |
ANDV
Andeavor
ANDV
|
$9.24M |
| 3 |
AGN
Allergan plc
AGN
|
$6.33M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.69M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$4.61M |
Top Sells
| 1 |
Viatris
VTRS
|
$6.38M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.32M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.18M |
| 4 |
First Trust Nasdaq Bank ETF
FTXO
|
$1.7M |
| 5 |
iShares US & Intl High Yield Corp Bond ETF
GHYG
|
$1.12M |
Sector Composition
| 1 | Financials | 11.39% |
| 2 | Technology | 8.37% |
| 3 | Industrials | 6.61% |
| 4 | Healthcare | 6.59% |
| 5 | Communication Services | 6.03% |
