EWA
EP Wealth Advisors Portfolio holdings
AUM
$15.2B
1-Year Return
15.53%
This Quarter Return
-1.28%
1 Year Return
+15.53%
3 Year Return
+59.16%
5 Year Return
+100.04%
10 Year Return
+226.62%
AUM
$534M
AUM Growth
+$1.81M
(+0.34%)
Cap. Flow
+$8.88M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
42.61%
Holding
137
New
7
Increased
63
Reduced
34
Closed
15
Top Buys
| 1 |
Tyson Foods
TSN
|
$7.4M |
| 2 |
Union Pacific
UNP
|
$4.68M |
| 3 |
Vanguard Value ETF
VTV
|
$2.81M |
| 4 |
Kinder Morgan
KMI
|
$2.63M |
| 5 |
Exxon Mobil
XOM
|
$1.8M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$6.53M |
| 2 |
Occidental Petroleum
OXY
|
$5.81M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$1.86M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.63M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.22M |
Sector Composition
| 1 | Financials | 13.17% |
| 2 | Technology | 12.03% |
| 3 | Healthcare | 11.77% |
| 4 | Industrials | 9.1% |
| 5 | Energy | 7.54% |
