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
751
$138K ﹤0.01%
2,108
752
$138K ﹤0.01%
4,620
-6,280
753
$137K ﹤0.01%
1,689
-291
754
$137K ﹤0.01%
2,666
755
$135K ﹤0.01%
+7,294
756
$134K ﹤0.01%
111
757
$133K ﹤0.01%
+15,920
758
$130K ﹤0.01%
+3,100
759
$129K ﹤0.01%
+1,727
760
$127K ﹤0.01%
+4,318
761
$125K ﹤0.01%
+922
762
$123K ﹤0.01%
3,919
+187
763
$123K ﹤0.01%
5,795
-11,852
764
$123K ﹤0.01%
2,235
+158
765
$123K ﹤0.01%
+958
766
$123K ﹤0.01%
2,408
-1,665
767
$122K ﹤0.01%
+1,700
768
$121K ﹤0.01%
5,726
+370
769
$121K ﹤0.01%
+1,212
770
$121K ﹤0.01%
+2,848
771
$120K ﹤0.01%
+1,548
772
$120K ﹤0.01%
1,849
+101
773
$118K ﹤0.01%
+1,200
774
$117K ﹤0.01%
+4,780
775
$117K ﹤0.01%
1,824
-485
29 30
31
32 33