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
26
$19.7M 0.84%
423,009
+37,635
27
$18.4M 0.79%
364,080
+16,422
28
$17.4M 0.74%
111,287
-26,405
29
$17.4M 0.74%
52,742
-1,888
30
$16.6M 0.71%
418,179
-79,437
31
$16.3M 0.7%
268,692
+99,614
32
$15.7M 0.67%
350,125
+42,373
33
$15.5M 0.66%
91,657
+3,546
34
$15.5M 0.66%
203,987
+5,274
35
$15M 0.64%
150,957
+5,731
36
$14.3M 0.61%
102,929
+8,815
37
$14.3M 0.61%
234,172
-185,569
38
$13.8M 0.59%
186,966
+15,359
39
$13.7M 0.59%
100,009
+95,363
40
$13.5M 0.58%
138,562
+117,013
41
$13.5M 0.58%
182,585
+161,869
42
$13.3M 0.57%
225,299
+87,719
43
$12.8M 0.55%
329,352
-33,208
44
$12.7M 0.54%
84,712
+13,749
45
$12.4M 0.53%
211,170
+198,416
46
$12.2M 0.52%
212,100
-42,090
47
$11.6M 0.49%
68,182
+37,669
48
$10.5M 0.45%
132,784
-21,666
49
$10.4M 0.44%
818,656
-11,640
50
$9.88M 0.42%
59,828
-5,355
1
2
3 4 5