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
201
$783K 0.03%
9,641
-3,101
202
$761K 0.03%
42,281
-23,615
203
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16,590
-220
204
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13,658
-1,005
205
– –
-31,144
206
$730K 0.03%
19,824
-1,134
207
– –
-88,940
208
$708K 0.03%
12,815
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209
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8,605
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211
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4,948
-19,872
212
$674K 0.03%
23,024
213
– –
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214
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215
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216
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217
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221
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222
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8,895
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223
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11,256
-7,948
224
$616K 0.03%
7,093
-11
225
$610K 0.03%
9,130
-1,867
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9
10 11