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
626
$286K ﹤0.01%
+5,141
627
$286K ﹤0.01%
2,871
-59
628
$285K ﹤0.01%
+5,489
629
$285K ﹤0.01%
+5,480
630
$284K ﹤0.01%
16,516
+3,316
631
$283K ﹤0.01%
+1,379
632
$281K ﹤0.01%
15,172
+595
633
$281K ﹤0.01%
+4,650
634
$280K ﹤0.01%
3,104
+288
635
$279K ﹤0.01%
+9,971
636
$277K ﹤0.01%
9,639
+644
637
$276K ﹤0.01%
13,000
638
$276K ﹤0.01%
7,826
+720
639
$275K ﹤0.01%
7,509
+134
640
$275K ﹤0.01%
+5,406
641
$272K ﹤0.01%
2,000
+160
642
$272K ﹤0.01%
5,212
-989
643
$272K ﹤0.01%
665
+55
644
$270K ﹤0.01%
2,905
-1,512
645
$270K ﹤0.01%
1,542
+2
646
$270K ﹤0.01%
4,381
647
$269K ﹤0.01%
643
-32
648
$269K ﹤0.01%
2,655
-40
649
$268K ﹤0.01%
2,675
-197
650
$268K ﹤0.01%
2,201
-35
24 25
26
27 28