EWA

EP Wealth Advisors Portfolio holdings

AUM $19.2B
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
$1.04B
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$16.6M
3 +$14.1M
4
MRO
Marathon Oil Corporation
MRO
+$5.13M
5
RTX icon
RTX Corp
RTX
+$4.16M

Top Sells

1 +$217M
2 +$90.7M
3 +$28.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.7M
5
VZ icon
Verizon
VZ
+$13.9M

Sector Composition

1 Financials 12.12%
2 Technology 11.63%
3 Industrials 8.69%
4 Healthcare 8.52%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-19,259
302
-91,094