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
$396M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20M
3
+$13.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$11.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.3M

Top Sells

1
+$2.12M
2
+$685K
3
+$666K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$567K
5
SBUX icon
Starbucks
SBUX
+$556K

Sector Composition

1 Technology 18.63%
2 Financials 5.9%
3 Industrials 5.4%
4 Consumer Discretionary 4.94%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$154K 0.04%
+2,118
252
$148K 0.04%
+1,838
253
$146K 0.04%
+664
254
$139K 0.04%
+4,189
255
$130K 0.03%
+2,461
256
$122K 0.03%
+5,091
257
$119K 0.03%
+2,605
258
$119K 0.03%
+5,804
259
$117K 0.03%
+5,000
260
$112K 0.03%
+2,821
261
$112K 0.03%
+4,670
262
$109K 0.03%
+3,000
263
$109K 0.03%
+2,298
264
$109K 0.03%
+1,000
265
$108K 0.03%
+1,423
266
$97.5K 0.02%
+2,245
267
$90K 0.02%
+920
268
$87K 0.02%
+1,708
269
$82.7K 0.02%
+19,455
270
$82.1K 0.02%
+1,367
271
$81.9K 0.02%
+845
272
$81.8K 0.02%
+4,000
273
$80.2K 0.02%
+606
274
$79.7K 0.02%
+1,588
275
$73.5K 0.02%
+2,742
9 10
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