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
126
$1.79M 0.08%
8,141
-567
127
$1.75M 0.07%
4,009
-142
128
$1.72M 0.07%
66,978
-4,421
129
$1.7M 0.07%
15,536
-10,540
130
$1.66M 0.07%
54,841
+2,613
131
$1.61M 0.07%
9,377
-53
132
$1.59M 0.07%
56,508
+4,788
133
$1.56M 0.07%
8,442
-2,304
134
$1.54M 0.07%
17,391
-22,280
135
$1.53M 0.07%
43,145
-33,110
136
$1.51M 0.06%
16,217
-33
137
$1.5M 0.06%
11,531
-1,647
138
$1.49M 0.06%
18,040
+539
139
$1.48M 0.06%
38,751
140
$1.48M 0.06%
16,182
+252
141
– –
-8,274
142
$1.45M 0.06%
3,972
+67
143
$1.45M 0.06%
8,299
-458
144
$1.44M 0.06%
116,520
-420
145
– –
-5,161
146
$1.43M 0.06%
41,848
-12,874
147
$1.43M 0.06%
7,613
-119
148
– –
-54,987
149
$1.38M 0.06%
779
150
– –
-20,054
4 5
6
7 8