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
101
– –
-56,102
102
$2.41M 0.1%
700
+697
103
$2.36M 0.1%
24,771
-13,411
104
– –
-102,892
105
$2.22M 0.09%
31,679
+17,517
106
$2.19M 0.09%
56,261
-16,772
107
$2.19M 0.09%
49,110
-44,283
108
$2.18M 0.09%
28,446
-2,128
109
$2.16M 0.09%
7,030
-575
110
$2.15M 0.09%
23,581
-994
111
$2.14M 0.09%
85,243
+47,394
112
$2.13M 0.09%
142,830
-19,756
113
$2.12M 0.09%
20,860
-320
114
– –
-84,532
115
$2.09M 0.09%
22,410
-143,139
116
$2.06M 0.09%
33,225
-4,652
117
$2.06M 0.09%
41,358
-3,879
118
$1.99M 0.08%
10,464
-60
119
– –
-75,905
120
– –
-76,649
121
$1.94M 0.08%
+28,002
122
$1.93M 0.08%
10,723
-9,068
123
$1.93M 0.08%
2,747
+10
124
$1.87M 0.08%
10,181
-1,251
125
$1.81M 0.08%
29,388
-2,108
3 4
5
6 7