We are live on ! Find out more
EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.66M
3
+$8.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.03M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.37M

Top Sells

1
+$16.6M
2
+$7.61M
3
+$2.23M
4
AMT icon
American Tower
AMT
+$2.03M
5
IAK icon
iShares US Insurance ETF
IAK
+$1.16M

Sector Composition

1 Financials 11.99%
2 Technology 9.02%
3 Healthcare 6.46%
4 Industrials 6.4%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$189K 0.02%
2,398
202
– –
-6,990
203
– –
-8,311
204
– –
-12,464
205
– –
-17,475
206
– –
-2,019
207
– –
-10,170
208
– –
-8,640
209
– –
-13,650
210
– –
-2,199
211
– –
-3,915
212
– –
-9,910
213
– –
-3,546
214
– –
-1,524
215
– –
-2,549
216
– –
-3,410
217
– –
-22,000
218
– –
-8,059
219
– –
-15,000
220
– –
-9,474
221
– –
-11,338
222
– –
-20,000
223
– –
-6,700
224
– –
-3,050
225
– –
-70,283
5 6 7 8
9