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 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
851
-14,814
852
-62,121