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
251
$465K 0.02%
9,534
-1,484
252
– –
-19,306
253
– –
-10,380
254
$456K 0.02%
4,182
-238
255
$452K 0.02%
8,568
256
$451K 0.02%
3,353
-4,071
257
$450K 0.02%
12,795
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258
– –
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259
– –
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260
– –
-5,890
261
$439K 0.02%
6,903
+13
262
$428K 0.02%
10,957
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263
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5,180
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264
– –
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265
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2,172
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266
$416K 0.02%
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267
$411K 0.02%
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268
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270
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2,492
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271
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11,133
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272
$404K 0.02%
2,577
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273
$402K 0.02%
1,290
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274
– –
-7,290
275
$389K 0.02%
3,339
-3
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12 13