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
176
$985K 0.04%
18,407
-5,732
177
$977K 0.04%
25,867
-3,563
178
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9,694
-14,816
179
– –
-7,639
180
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10,497
-5,937
181
$938K 0.04%
15,214
-2,405
182
$935K 0.04%
14,235
-1,740
183
– –
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184
– –
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185
– –
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186
$899K 0.04%
7,789
-1,328
187
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20,190
-1,938
188
$888K 0.04%
37,002
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189
– –
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190
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23,423
-259,728
191
– –
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192
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194
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195
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15,826
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196
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197
$811K 0.03%
4,843
-375
198
– –
-23,638
199
$795K 0.03%
21,017
-7,605
200
$785K 0.03%
5,555
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