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
326
$266K 0.01%
1,141
-226
327
$266K 0.01%
+1,920
328
$265K 0.01%
7,008
-49
329
– –
-9,691
330
$264K 0.01%
+12,550
331
– –
0
332
$256K 0.01%
3,724
-484
333
– –
0
334
– –
-11,701
335
– –
-11,749
336
$244K 0.01%
+1,851
337
$241K 0.01%
9,542
-6,093
338
$240K 0.01%
+2,822
339
$240K 0.01%
4,464
-3,258
340
$239K 0.01%
3,736
-19
341
– –
-5,956
342
$237K 0.01%
+6,747
343
– –
-2,425
344
$236K 0.01%
+609
345
$226K 0.01%
+8,119
346
– –
0
347
$221K 0.01%
+5,254
348
$219K 0.01%
+3,943
349
– –
0
350
$210K 0.01%
+2,072
12 13
14
15 16