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
426
$374K 0.01%
+7,431
427
$373K 0.01%
9,641
-1,957
428
$371K 0.01%
+184
429
$369K 0.01%
+2,533
430
$368K 0.01%
4,737
-7,032
431
$363K 0.01%
+8,355
432
$361K 0.01%
+1,290
433
$360K 0.01%
+4,970
434
$355K 0.01%
+10,757
435
$354K 0.01%
+1,986
436
$349K 0.01%
+1,944
437
$348K 0.01%
19,554
-351
438
$348K 0.01%
+2,384
439
$346K 0.01%
+5,249
440
$345K 0.01%
+8,500
441
$344K 0.01%
11,276
-1,989
442
$341K 0.01%
+5,000
443
$339K 0.01%
13,000
444
$337K 0.01%
+22,533
445
$335K 0.01%
+3,978
446
$334K 0.01%
+3,413
447
$333K 0.01%
+2,379
448
$333K 0.01%
13,424
+2,011
449
$332K 0.01%
+1,772
450
$332K 0.01%
+5,053
16 17
18
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