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
$4.23B
AUM Growth
+$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.9M
3
+$20.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.2M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.7M

Top Sells

1
+$46.3M
2
+$37.4M
3
+$18.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.1M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$6.91M

Sector Composition

1 Technology 14.16%
2 Healthcare 7.09%
3 Consumer Discretionary 6.93%
4 Financials 5.86%
5 Communication Services 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.23M 0.05%
27,459
-1,393
177
$2.11M 0.05%
38,019
+7,911
178
$2.11M 0.05%
4,072
+156
179
$2.11M 0.05%
19,527
-137
180
$2.06M 0.05%
15,978
-283
181
$2.04M 0.05%
13,768
-534
182
$2.04M 0.05%
62,590
+11,789
183
$2.03M 0.05%
8,175
+122
184
$2.03M 0.05%
41,631
-241
185
$1.98M 0.05%
26,011
+16,497
186
$1.96M 0.05%
3,046
-455
187
$1.94M 0.05%
28,437
-1,331
188
$1.94M 0.05%
7,614
+1,686
189
$1.93M 0.05%
15,760
+433
190
$1.9M 0.05%
30,636
-1,562
191
$1.88M 0.04%
72,658
-688
192
$1.85M 0.04%
11,291
-697
193
$1.84M 0.04%
27,875
-753
194
$1.84M 0.04%
23,985
+1,173
195
$1.83M 0.04%
31,115
-1,634
196
$1.83M 0.04%
13,168
+786
197
$1.82M 0.04%
9,659
+158
198
$1.82M 0.04%
67,428
-3,718
199
$1.8M 0.04%
6,508
+398
200
$1.78M 0.04%
4,945
+883
6 7
8
9 10