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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$171M
2
+$50.6M
3
+$47.8M
4
RTX icon
RTX Corp
RTX
+$41.4M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$37M

Top Sells

1
+$31.2M
2
+$8.51M
3
+$5.94M
4
CI icon
Cigna
CI
+$5.62M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.33M

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
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649
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