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
$7.84B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$83.2M
3
+$75.7M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$48.2M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$41.3M

Top Sells

1
+$29.7M
2
+$11.3M
3
+$9.57M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$6.67M
5
BMY icon
Bristol-Myers Squibb
BMY
+$5.21M

Sector Composition

1 Technology 12.14%
2 Financials 5.91%
3 Healthcare 5.84%
4 Consumer Discretionary 4.49%
5 Industrials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$709K 0.01%
22,024
+3,224
427
$707K 0.01%
30,685
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37,330
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24,464
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431
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16,071
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432
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433
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6,991
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437
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12,535
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12,003
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444
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445
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$637K 0.01%
10,843
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447
$636K 0.01%
9,842
-82
448
$634K 0.01%
2,807
-283
449
$633K 0.01%
2,814
450
$632K 0.01%
3,187
-213
16 17
18
19 20