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
$386M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$4.26M
3
+$3.19M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.74M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.99M

Top Sells

1
+$1.62M
2
+$925K
3
+$343K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$286K
5
INTC icon
Intel
INTC
+$248K

Sector Composition

1 Technology 16.02%
2 Financials 14.63%
3 Consumer Staples 12.92%
4 Healthcare 10.76%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-19,431
127
– –
-650
128
– –
-10,805
129
– –
-13,860
2 3 4 5
6