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
801
$57.1K ﹤0.01%
10,293
+27
802
$50.7K ﹤0.01%
10,207
803
$46.7K ﹤0.01%
30,900
804
$38.9K ﹤0.01%
34,725
805
$34.8K ﹤0.01%
10,850
806
$30.8K ﹤0.01%
11,500
807
$21.6K ﹤0.01%
529
808
$19K ﹤0.01%
393
809
$15.4K ﹤0.01%
14,000
810
$13.8K ﹤0.01%
2,000
+1,000
811
$10.1K ﹤0.01%
+10,000
812
$7.61K ﹤0.01%
+10,567
813
$4.78K ﹤0.01%
618
814
$4.25K ﹤0.01%
1,001
815
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816
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818
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819
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820
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821
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822
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823
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824
– –
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825
– –
-2,677
31 32
33
34 35