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
401
$451K 0.01%
+11,871
402
$451K 0.01%
+5,433
403
$450K 0.01%
+16,220
404
$449K 0.01%
+7,128
405
$444K 0.01%
+1,107
406
$440K 0.01%
+3,350
407
$436K 0.01%
+10,397
408
$434K 0.01%
+610
409
$433K 0.01%
+8,493
410
$429K 0.01%
+1,475
411
$429K 0.01%
+1,376
412
$423K 0.01%
+6,060
413
$422K 0.01%
18,062
-2,428
414
$417K 0.01%
+5,432
415
$414K 0.01%
+1,222
416
$411K 0.01%
+4,850
417
$408K 0.01%
+870
418
$408K 0.01%
8,729
-9,864
419
$406K 0.01%
+4,903
420
$405K 0.01%
+4,190
421
$403K 0.01%
+2,511
422
$398K 0.01%
+10,654
423
$393K 0.01%
+2,198
424
$385K 0.01%
+8,954
425
$379K 0.01%
+8,199
15 16
17
18 19