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
151
$1.35M 0.06%
12,075
-2,532
152
$1.34M 0.06%
18,322
+46
153
$1.33M 0.06%
6,191
-1,637
154
– –
-15,335
155
$1.27M 0.05%
3,930
-120
156
$1.26M 0.05%
38,838
157
$1.25M 0.05%
22,408
-8,992
158
– –
-43,886
159
$1.23M 0.05%
25,020
-5,880
160
$1.18M 0.05%
16,335
+225
161
$1.17M 0.05%
123,640
+5,280
162
$1.17M 0.05%
48,229
-729
163
$1.15M 0.05%
3,897
+626
164
$1.15M 0.05%
15,357
-3,316
165
$1.14M 0.05%
27,970
+10
166
$1.12M 0.05%
19,745
-2,965
167
$1.09M 0.05%
21,618
-814
168
$1.08M 0.05%
11,012
-1,114
169
$1.07M 0.05%
3,631
+1,136
170
$1.05M 0.04%
6,074
-939
171
$1.04M 0.04%
17,336
-2,112
172
$1.04M 0.04%
14,446
173
$1.03M 0.04%
12,439
+1,233
174
$1M 0.04%
19,369
-2,815
175
$993K 0.04%
12,302
-1,168
5 6
7
8 9