Ep Wealth Advisors, LLC
CIK Number: 0001540569
11.63B
Market Value
1,091
# of Holdings
10 months
Avg. Holding Period
58.15%
Win Rate
47.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 421.35 | -0.14% | 3.18M | +6.52% | 1.22B | 277.87 | 10.48% | |
| 2 | Apple Inc | 236.81 | +1.80% | 2.07M | +7.58% | 483.31M | 139.39 | 4.15% | |
| 3 | Vanguard Index ... | 176.48 | -0.57% | 2.74M | +5.81% | 478.52M | 140.97 | 4.11% | |
| 4 | Microsoft Corp | 408.79 | -0.64% | 694.98K | +4.90% | 299.05M | 330.49 | 2.57% | |
| 5 | Vanguard Whiteh... | 83.12 | -0.16% | 3.10M | +16.35% | 273.80M | 77.97 | 2.35% |
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