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
$1.28B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$14.2M
3
+$11.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.6M

Top Sells

1
+$18M
2
+$3.96M
3
+$1.86M
4
TJX icon
TJX Companies
TJX
+$985K
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$830K

Sector Composition

1 Financials 10.48%
2 Technology 8.18%
3 Healthcare 7.25%
4 Industrials 6.13%
5 Communication Services 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$483K 0.04%
+3,169
177
$482K 0.04%
2,923
+445
178
$454K 0.04%
6,335
+435
179
$452K 0.04%
5,336
+2,589
180
$449K 0.04%
14,630
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181
$448K 0.04%
+2,389
182
$443K 0.03%
3,860
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183
$441K 0.03%
2,617
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184
$433K 0.03%
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185
$429K 0.03%
33,183
-3,244
186
$421K 0.03%
+5,735
187
$406K 0.03%
+9,467
188
$404K 0.03%
+4,915
189
$402K 0.03%
+5,528
190
$401K 0.03%
2,945
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191
$400K 0.03%
11,070
192
$393K 0.03%
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193
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194
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+15,208
195
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+5,026
196
$383K 0.03%
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197
$378K 0.03%
7,927
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198
$377K 0.03%
1,860
+226
199
$370K 0.03%
+4,215
200
$370K 0.03%
1,827
+225
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