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
476
$528K 0.01%
7,922
-8
477
$528K 0.01%
4,695
-109
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+3,729
479
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482
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5,509
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483
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484
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5,065
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485
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3,293
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11,933
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487
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488
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489
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6,560
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16,140
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494
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15,078
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495
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496
$488K 0.01%
6,781
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497
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15,468
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$478K 0.01%
958
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499
$477K 0.01%
7,960
+2,435
500
$474K 0.01%
967
-28
18 19
20
21 22