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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
$1.06B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$9.17M
3
+$8.01M
4
WH icon
Wyndham Hotels & Resorts
WH
+$5.53M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.88M

Top Sells

1
+$13.3M
2
+$8.38M
3
+$7.84M
4
DVN icon
Devon Energy
DVN
+$7.7M
5
TNL icon
Travel + Leisure Co
TNL
+$5.42M

Sector Composition

1 Financials 11.54%
2 Technology 8.06%
3 Healthcare 6.88%
4 Industrials 6.35%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-10,418
202
– –
-51,334
203
– –
-37,291
204
– –
-9,247
205
– –
-21,619
206
– –
-73,410
207
– –
-39,295
208
– –
-144,117
209
– –
-3,538
210
– –
-242,185
211
– –
-2,910
212
– –
-2,054
213
– –
-2,455
214
– –
-30,000
215
– –
-20,000
216
– –
-224,215
217
– –
-1,714
218
– –
-11,630
219
– –
-2,587
5 6 7 8
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