EWM

EPG Wealth Management Portfolio holdings

AUM $363M
1-Year Est. Return 20.65%
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$831K
3
+$719K
4
HAL icon
Halliburton
HAL
+$684K
5
ADBE icon
Adobe
ADBE
+$610K

Top Sells

1
+$1.1M
2
+$616K
3
+$602K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$436K
5
EL icon
Estee Lauder
EL
+$407K

Sector Composition

1 Technology 14.65%
2 Financials 5.98%
3 Industrials 5.58%
4 Healthcare 5.13%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$212K 0.06%
+2,405
227
$208K 0.06%
6,129
+1,400
228
$206K 0.06%
5,219
+26
229
$206K 0.06%
+3,084
230
$204K 0.06%
11,016
+649
231
$203K 0.06%
2,081
-1
232
$202K 0.06%
+1,848
233
$202K 0.06%
3,787
+30
234
$201K 0.06%
907
+6
235
$201K 0.06%
5,254
-12
236
$192K 0.06%
5,300
237
$189K 0.06%
3,774
-517
238
$183K 0.05%
8,683
239
$170K 0.05%
8,252
+62
240
$170K 0.05%
1,498
-317
241
$164K 0.05%
5,242
+47
242
$159K 0.05%
6,317
+106
243
$157K 0.05%
2,514
244
$157K 0.05%
2,418
+800
245
$157K 0.05%
1,448
-169
246
$153K 0.05%
4,955
+48
247
$140K 0.04%
3,000
248
$139K 0.04%
850
-150
249
$136K 0.04%
1,575
-178
250
$134K 0.04%
673
+2
8 9
10
11 12