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
176
$1.16M 0.05%
19,502
-117
177
$1.14M 0.05%
19,972
-160
178
$1.13M 0.05%
16,578
+20
179
$1.12M 0.05%
19,293
-462
180
$1.12M 0.05%
3,395
+149
181
$1.1M 0.05%
25,014
-1,842
182
$1.09M 0.04%
17,235
+638
183
$1.07M 0.04%
38,280
+19,215
184
$1.06M 0.04%
26,581
+7,479
185
$1.06M 0.04%
39,510
-766
186
$1.05M 0.04%
12,943
+142
187
$1.04M 0.04%
17,097
+140
188
$1.04M 0.04%
9,574
+1,645
189
$1.03M 0.04%
16,045
+9,513
190
$1.02M 0.04%
19,210
+1,801
191
$1.02M 0.04%
15,488
+476
192
$1M 0.04%
38,991
193
$996K 0.04%
11,898
-1,665
194
$994K 0.04%
5,827
+2,193
195
$988K 0.04%
16,574
+140
196
$981K 0.04%
28,668
+365
197
$979K 0.04%
9,264
+152
198
$960K 0.04%
17,922
-14
199
$959K 0.04%
+14,181
200
$956K 0.04%
19,667
+184
6 7
8
9 10