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
$2.34B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$15.3M
3
+$13.1M
4
MRK icon
Merck
MRK
+$11.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$11.7M

Top Sells

1
+$37.2M
2
+$16.2M
3
+$13.4M
4
VTV icon
Vanguard Value ETF
VTV
+$13.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.9M

Sector Composition

1 Technology 10.44%
2 Healthcare 6.29%
3 Financials 5.88%
4 Communication Services 4.63%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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4,768
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227
– –
-6,837
228
$584K 0.02%
11,173
-3,064
229
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0
230
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13,561
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231
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6,550
-1,399
232
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233
$550K 0.02%
18,071
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234
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235
– –
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236
$526K 0.02%
3,098
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237
– –
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238
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10,855
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239
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240
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241
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242
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9,278
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244
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18,235
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247
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248
$469K 0.02%
7,796
-2,374
249
– –
-4,496
250
$466K 0.02%
38,022
-102
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10
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