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EWA

EP Wealth Advisors Portfolio holdings

AUM $20.3B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$8.57M
3
+$8.46M
4
AMGN icon
Amgen
AMGN
+$6.84M
5
VTRS icon
Viatris
VTRS
+$5.76M

Top Sells

1
+$15.4M
2
+$10M
3
+$9.6M
4
NVS icon
Novartis
NVS
+$9.47M
5
SLB icon
SLB Ltd
SLB
+$9.45M

Sector Composition

1 Technology 8.81%
2 Healthcare 8.81%
3 Financials 8.39%
4 Industrials 7.02%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.02%
11,684
+177
127
$149K 0.02%
+12,000
128
$67K 0.01%
+1,970
129
$13K ﹤0.01%
2,267
-4,383
130
– –
-121,493
131
– –
-4,158
132
– –
-2,620
133
– –
-9,616
134
– –
-145,904
135
– –
-118,769
136
– –
-14,475
137
– –
-14,795
138
– –
-3,416
139
– –
-35,475
140
– –
-2,030
141
– –
-4,190
142
– –
-4,517
143
– –
-389,886
144
– –
-7,828
145
– –
-210,109
146
– –
-3,570
147
– –
-6,373
148
– –
-3,520
149
– –
-650
150
– –
-4,675
3 4 5
6
7