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
$4.44B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$61.5M
3
+$28.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.4M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$22.3M

Top Sells

1
+$10.8M
2
+$8.6M
3
+$5.37M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.74M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.61M

Sector Composition

1 Technology 10.68%
2 Healthcare 6.47%
3 Financials 5.35%
4 Industrials 4.88%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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264,635
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