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
551
$202K ﹤0.01%
+1,426
552
$201K ﹤0.01%
+5,772
553
$201K ﹤0.01%
+5,974
554
$198K ﹤0.01%
+8,809
555
$197K ﹤0.01%
+8,120
556
$197K ﹤0.01%
+2,610
557
$193K ﹤0.01%
+2,597
558
$190K ﹤0.01%
+4,329
559
$190K ﹤0.01%
+1,403
560
$187K ﹤0.01%
9,407
-1,064
561
$186K ﹤0.01%
+848
562
$184K ﹤0.01%
+3,180
563
$181K ﹤0.01%
16,525
-375
564
$180K ﹤0.01%
17,087
+600
565
$176K ﹤0.01%
+2,675
566
$169K ﹤0.01%
+3,735
567
$162K ﹤0.01%
+3,619
568
$160K ﹤0.01%
+1,456
569
$160K ﹤0.01%
+1,896
570
$157K ﹤0.01%
+1,914
571
$156K ﹤0.01%
+50,000
572
$145K ﹤0.01%
+7,026
573
$143K ﹤0.01%
+6,964
574
$142K ﹤0.01%
+12,723
575
$138K ﹤0.01%
2,363
+160
21 22
23
24 25