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
51
$9.46M 0.4%
49,310
+967
52
$8.69M 0.37%
122,900
-14,920
53
$8.67M 0.37%
76,954
-30,677
54
$8.38M 0.36%
27,070
+197
55
$8.22M 0.35%
324,680
-15,242
56
$7.96M 0.34%
303,594
-17,007
57
$7.91M 0.34%
64,321
-1,767
58
$7.64M 0.33%
64,675
+16,823
59
$7.36M 0.31%
292,771
-20,644
60
$6.8M 0.29%
407,433
-2,691
61
$6.56M 0.28%
126,384
-472
62
$6.54M 0.28%
26,113
-2,061
63
$6.08M 0.26%
29,388
-1,028
64
$6.08M 0.26%
54,654
-554
65
$6.03M 0.26%
50,287
+160
66
$5.95M 0.25%
29,805
-1,478
67
– –
-30,076
68
$5.47M 0.23%
51,163
-3,548
69
$5.43M 0.23%
98,474
-16,250
70
$5.28M 0.23%
22,391
+4,081
71
$5.28M 0.23%
44,601
-2,798
72
$5.18M 0.22%
65,905
-29,285
73
$5.1M 0.22%
14,066
-1,137
74
$5.01M 0.21%
46,330
-5,882
75
$4.96M 0.21%
217,291
-47,927
1 2
3
4 5