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
526
$419K 0.01%
5,424
-236
527
$419K 0.01%
21,364
+3,624
528
$419K 0.01%
4,808
+39
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11,561
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$416K 0.01%
3,757
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531
$412K 0.01%
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532
$412K 0.01%
11,699
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533
$411K 0.01%
11,091
-4,355
534
$410K 0.01%
93,077
+75
535
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5,484
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536
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6,629
-2,293
537
$407K 0.01%
2,954
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538
$407K 0.01%
10,204
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539
$407K 0.01%
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540
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541
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543
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544
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545
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9,019
546
$402K 0.01%
1,548
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3,635
+1,193
548
$397K 0.01%
6,575
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549
$396K 0.01%
4,427
+208
550
$394K 0.01%
16,342
+9,654
20 21
22
23 24