Portfolio (Quarterly)
Guide ↗
EP Wealth Advisors, LLC
· CIK 0001540569| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | ALIT | ALIGHT INC | Technology | 46,343 | $90K | — | SOLD |
| 122 | NIO | NIO INC | Consumer Cyclical | 13,222 | $67K | — | SOLD |
| 123 | STKL | SUNOPTA INC | Consumer Defensive | 16,789 | $64K | — | SOLD |
| 124 | RIG | TRANSOCEAN LTD | Energy | 10,400 | $43K | — | SOLD |
| 125 | — | ASPIRE BIOPHARMA HLDGS INC | — | 62,685 | $8K | — | SOLD |
Sector Allocation
Technology
31.4%
Financial Services
18.5%
Healthcare
9.1%
Consumer Cyclical
9.0%
Communication Services
8.8%
Industrials
8.2%
Consumer Defensive
5.3%
Energy
4.6%
Utilities
2.8%
Real Estate
1.6%