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
$6.94B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$203M
3
+$140M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$115M
5
JPM icon
JPMorgan Chase
JPM
+$87.9M

Top Sells

1
+$102B
2
+$12.5B
3
+$11.8B
4
VUG icon
Vanguard Growth ETF
VUG
+$7.35B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.25B

Sector Composition

1 Technology 12.4%
2 Healthcare 6.49%
3 Financials 5.01%
4 Consumer Discretionary 4.76%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.77M 0.05%
36,700
-61,325
177
$3.77M 0.05%
14,638
+10,623
178
$3.76M 0.05%
22,161
+21,167
179
$3.71M 0.05%
25,163
-145,610
180
$3.69M 0.05%
994
-3,178,159
181
$3.65M 0.05%
35,158
+7,975
182
$3.6M 0.05%
112,716
+59,359
183
$3.58M 0.05%
113,859
+91,112
184
$3.57M 0.05%
26,500
+16,500
185
$3.54M 0.05%
48,409
+20,451
186
$3.53M 0.05%
13,159
-38,836
187
$3.42M 0.05%
5,383
-3,527
188
$3.41M 0.05%
18,215
-2,281,785
189
$3.38M 0.05%
53,052
+7,420
190
$3.35M 0.05%
5,200
-2,176
191
$3.35M 0.05%
76,203
+60,348
192
$3.32M 0.05%
109,392
+40,954
193
$3.3M 0.05%
5,050
-36,355
194
$3.27M 0.05%
120,080
+116,578
195
$3.21M 0.05%
10,262
+1,820
196
$3.19M 0.05%
16,214
-14,276
197
$3.17M 0.05%
7,775
-8,953
198
$3.16M 0.05%
98,025
-19,655
199
$3.13M 0.05%
3,645
-10,031
200
$3.13M 0.05%
+223,205
6 7
8
9 10