EWA

EP Wealth Advisors Portfolio holdings

AUM $19.2B
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%
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