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
351
– –
0
352
$205K 0.01%
2,342
-2,249
353
$205K 0.01%
5,214
-2,484
354
– –
0
355
$203K 0.01%
+2,680
356
– –
0
357
– –
0
358
$201K 0.01%
1,651
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359
$201K 0.01%
3,554
-1,515
360
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361
$102K ﹤0.01%
+13,451
362
$101K ﹤0.01%
16,683
-2,005
363
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15,970
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364
$88K ﹤0.01%
+12,791
365
$84K ﹤0.01%
2,599
-12
366
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+10,038
367
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13,816
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368
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369
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370
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371
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-661
372
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-12,921
373
– –
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374
– –
-12,833
375
– –
-97
12 13 14
15
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