22CM
EPS icon

20/20 Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

20/20 Capital Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$3.34M Sell
72,349
-3,705
-5% -$169K 0.87% 32
2021
Q1 		$3.3M Sell
76,054
-11,138
-13% -$464K 0.96% 29
2020
Q4 		$3.56M Sell
87,192
-171,397
-66% -$6.5M 1.04% 26
2020
Q3 		$9.16M Sell
258,589
-8,698
-3% -$306K 3.45% 7
2020
Q2 		$9.52M Sell
267,287
-134,708
-34% -$4.27M 3.68% 7
2020
Q1 		$12.5M Buy
401,995
+18,044
+5% +$616K 5.59% 3
2019
Q4 		$14.4M Buy
+383,951
New +$13.4M 5.81% 2

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return