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
201
$3.11M 0.04%
16,884
-135,294
202
$3.11M 0.04%
12,200
+1,007
203
$3.01M 0.04%
94,649
+69,084
204
$2.99M 0.04%
39,101
+16,723
205
$2.98M 0.04%
25,067
-8,027
206
$2.95M 0.04%
111,000
+92,037
207
$2.86M 0.04%
151,871
+112,496
208
$2.84M 0.04%
2,225
-167
209
$2.82M 0.04%
3,375
-3,236
210
$2.75M 0.04%
7,553
-6,895
211
$2.73M 0.04%
64,875
-246,619
212
$2.69M 0.04%
40,550
-19,450
213
$2.66M 0.04%
953
-19,177
214
$2.53M 0.04%
7,631
-325,181
215
$2.48M 0.04%
+8,498
216
$2.48M 0.04%
20,255
+12,818
217
$2.44M 0.04%
+26,917
218
$2.41M 0.03%
20,446
-31,632
219
$2.4M 0.03%
311,494
+240,855
220
$2.37M 0.03%
915
-182,987
221
$2.35M 0.03%
1,470,425
+1,468,977
222
$2.33M 0.03%
2,005
-2,650
223
$2.27M 0.03%
31,820
-118,404
224
$2.19M 0.03%
33,428
+32,628
225
$2.18M 0.03%
26,488
+10,696
7 8
9
10 11