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

Top Buys

1 +$26M
2 +$18.4M
3 +$14.7M
4
MRO
Marathon Oil Corporation
MRO
+$5.25M
5
RTX icon
RTX Corp
RTX
+$4.44M

Top Sells

1 +$217M
2 +$90.7M
3 +$29M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$26.2M
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
-11,795