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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$101M
2
+$80.2M
3
+$74.5M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$46.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$39.6M

Top Sells

1
+$25.6M
2
+$10.3M
3
+$9.57M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$6.61M
5
BMY icon
Bristol-Myers Squibb
BMY
+$5.33M

Sector Composition

1 Technology 12.14%
2 Financials 5.92%
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
826
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-38,715
827
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-377,188
828
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-15,539
829
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-1,676
830
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831
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832
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833
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-1,048
834
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-1,177
835
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836
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837
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-7,038
838
– –
-5,527
839
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-4,656
840
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-20,398
841
– –
-8,789
842
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-4,738
843
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-3,747
844
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-2,077
845
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-2,342
846
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-4,598
847
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-5,112
848
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-2,677
849
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-6,864
850
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-43,937
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