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EWF

Epstein & White Financial Portfolio holdings

AUM $379M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$6.96M
3
+$4.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.4M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.24M

Top Sells

1
+$10.1M
2
+$8.67M
3
+$2.85M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.6M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.56M

Sector Composition

1 Communication Services 1.61%
2 Consumer Staples 1.55%
3 Technology 1.39%
4 Energy 1.18%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,523
102
– –
-4,476
103
– –
-3,344
104
– –
-2,654
105
– –
-9,879
106
– –
-1,264
107
– –
-5,004
108
– –
-10,741
109
– –
-6,164
110
– –
-10,105
111
– –
-9,470
1 2 3 4
5