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
276
$389K 0.02%
3,735
-1,108
277
$384K 0.02%
6,367
-599
278
– –
-3,926
279
$380K 0.02%
17,100
-3,310
280
$380K 0.02%
15,721
-28,383
281
– –
-8,830
282
– –
-9,619
283
$375K 0.02%
7,349
-3,318
284
$372K 0.02%
7,286
-956
285
$369K 0.02%
11,029
-1,025
286
– –
-2,780
287
– –
-2,618
288
$365K 0.02%
1,231
+159
289
– –
-1,110
290
$352K 0.02%
5,627
291
$350K 0.01%
6,785
-2,402
292
$350K 0.01%
8,113
-14
293
$340K 0.01%
5,892
-2,480
294
– –
-1,859
295
$325K 0.01%
11,859
-3,347
296
– –
-7,201
297
$323K 0.01%
2,393
-272
298
$323K 0.01%
+7,327
299
– –
-2,392
300
$309K 0.01%
1,058
-19
10 11
12
13 14