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
$5.55B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$53.2M
3
+$46.1M
4
RTX icon
RTX Corp
RTX
+$44.4M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$37.4M

Top Sells

1
+$31.2M
2
+$8.51M
3
+$6.22M
4
CI icon
Cigna
CI
+$5.62M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.32M

Sector Composition

1 Technology 10.23%
2 Healthcare 7.07%
3 Financials 5.31%
4 Industrials 4.35%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$592K 0.01%
+6,964
352
$590K 0.01%
+14,030
353
$584K 0.01%
14,949
+1,051
354
$582K 0.01%
+8,291
355
$570K 0.01%
+6,504
356
$570K 0.01%
12,594
-296
357
$570K 0.01%
+8,123
358
$563K 0.01%
11,268
-1,500
359
$559K 0.01%
14,591
-176
360
$559K 0.01%
+5,542
361
$556K 0.01%
+7,459
362
$539K 0.01%
+2,590
363
$539K 0.01%
+10,285
364
$538K 0.01%
+18,730
365
$526K 0.01%
11,471
-15,715
366
$525K 0.01%
6,863
-3,446
367
$522K 0.01%
+1,630
368
$519K 0.01%
+10,140
369
$512K 0.01%
44,057
-5,985
370
$509K 0.01%
+6,236
371
$507K 0.01%
+4,870
372
$507K 0.01%
+7,962
373
$507K 0.01%
+15,183
374
$503K 0.01%
27,814
+1,816
375
$502K 0.01%
+6,181
13 14
15
16 17