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
701
$212K ﹤0.01%
+7,345
702
$210K ﹤0.01%
4,259
-1,076
703
$208K ﹤0.01%
+6,230
704
$208K ﹤0.01%
1,228
-469
705
$207K ﹤0.01%
+4,283
706
$207K ﹤0.01%
7,153
-15,383
707
$206K ﹤0.01%
+3,031
708
$205K ﹤0.01%
+1,768
709
$205K ﹤0.01%
+2,334
710
$204K ﹤0.01%
17,924
-11,954
711
$203K ﹤0.01%
1,403
712
$203K ﹤0.01%
5,500
-16
713
$202K ﹤0.01%
+1,051
714
$202K ﹤0.01%
1,063
-14
715
$201K ﹤0.01%
2,908
+36
716
$201K ﹤0.01%
4,858
-310
717
$200K ﹤0.01%
2,040
-450
718
$200K ﹤0.01%
+2,374
719
$200K ﹤0.01%
1,219
-314
720
$199K ﹤0.01%
19,175
721
$198K ﹤0.01%
2,540
+904
722
$198K ﹤0.01%
10,176
723
$197K ﹤0.01%
+2,046
724
$197K ﹤0.01%
+7,546
725
$193K ﹤0.01%
+4,107
27 28
29
30 31