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
376
$501K 0.01%
+8,521
377
$498K 0.01%
+5,585
378
$497K 0.01%
6,687
379
$495K 0.01%
+13,404
380
$494K 0.01%
+2,951
381
$493K 0.01%
19,442
-524
382
$488K 0.01%
+1,258
383
$484K 0.01%
11,856
384
$483K 0.01%
23,044
+7
385
$483K 0.01%
+884
386
$481K 0.01%
+2,309
387
$476K 0.01%
+2,159
388
$473K 0.01%
+6,454
389
$473K 0.01%
+5,374
390
$469K 0.01%
13,560
-1,239
391
$466K 0.01%
+16,249
392
$462K 0.01%
+7,537
393
$461K 0.01%
10,128
-33
394
$460K 0.01%
+5,075
395
$460K 0.01%
+7,036
396
$459K 0.01%
+2,652
397
$457K 0.01%
+5,561
398
$456K 0.01%
+3,931
399
$455K 0.01%
+1,879
400
$455K 0.01%
16,941
+888
14 15
16
17 18