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
451
$331K 0.01%
+11,332
452
$330K 0.01%
8,011
-3,013
453
$330K 0.01%
+3,050
454
$329K 0.01%
+1,172
455
$327K 0.01%
6,351
-12,072
456
$326K 0.01%
+1,220
457
$325K 0.01%
9,235
-1,320
458
$324K 0.01%
+1,838
459
$323K 0.01%
+5,050
460
$315K 0.01%
+2,519
461
$315K 0.01%
+1,921
462
$314K 0.01%
+10,900
463
$314K 0.01%
+5,514
464
$311K 0.01%
+4,334
465
$309K 0.01%
10,861
-165
466
$306K 0.01%
+1,446
467
$300K 0.01%
+6,105
468
$300K 0.01%
+1,565
469
$298K 0.01%
+5,239
470
$296K 0.01%
+6,337
471
$295K 0.01%
+2,798
472
$294K 0.01%
+3,463
473
$293K 0.01%
+8,391
474
$287K 0.01%
17,413
-2,724
475
$287K 0.01%
+7,340
17 18
19
20 21