EWA

EP Wealth Advisors Portfolio holdings

AUM $19.2B
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
151
-3,570
152
-6,373