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
176
$223K 0.02%
+1,644
177
$222K 0.02%
2,019
+57
178
$220K 0.02%
2,410
+3
179
$219K 0.02%
8,752
+1,620
180
$216K 0.02%
3,410
+39
181
$215K 0.02%
1,444
+9
182
$215K 0.02%
+8,969
183
$213K 0.02%
+3,050
184
$210K 0.02%
3,928
185
$207K 0.02%
+2,227
186
$207K 0.02%
+1,524
187
$206K 0.02%
1,659
-195
188
$204K 0.02%
+6,700
189
$202K 0.02%
1,637
-54
190
$200K 0.02%
+3,513
191
$188K 0.02%
+15,000
192
$188K 0.02%
+20,000
193
$177K 0.02%
2,398
+6
194
$143K 0.02%
+22,000
195
– –
-5,287
196
– –
-10,040
197
– –
-7,997
198
– –
-4,904
199
– –
-29,670
200
– –
-77,344
5 6 7
8
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