Ep Wealth Advisors, LLC
CIK Number: 0001540569
12.25B
Market Value
1,185
# of Holdings
10 months
Avg. Holding Period
31.49%
Win Rate
32.84%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 351.85 | +0.18% | 3.23M | +1.58% | 1.32B | 279.93 | 10.81% |
| 2 | AAPL | Apple Inc. | 196.91 | +1.36% | 2.05M | -1.18% | 513.31M | 121.84 | 4.19% |
| 3 | VTV | Vanguard Value ... | 161.78 | +0.25% | 2.48M | -9.49% | 420.03M | 140.97 | 3.43% |
| 4 | BIV | Vanguard Interm... | 76.05 | -0.15% | 4.58M | +50.60% | 341.91M | 75.29 | 2.79% |
| 5 | VIGI | Vanguard Intern... | 82.44 | +1.18% | 3.76M | +21.15% | 300.56M | 78.32 | 2.45% |
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