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
$284M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$896K
3
+$785K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$646K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$629K

Top Sells

1
+$869K
2
+$335K
3
+$274K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$240K

Sector Composition

1 Technology 12.56%
2 Financials 4.95%
3 Consumer Discretionary 4.65%
4 Industrials 3.11%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$66K 0.02%
3,872
277
$65K 0.02%
485
-14
278
$65K 0.02%
441
+3
279
$64K 0.02%
251
-5
280
$63K 0.02%
2,586
+12
281
$61K 0.02%
732
282
$58K 0.02%
584
+3
283
$57K 0.02%
696
-65
284
$57K 0.02%
796
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285
$55K 0.02%
811
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286
$54K 0.02%
408
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287
$53K 0.02%
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288
$53K 0.02%
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289
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290
$51K 0.02%
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291
$51K 0.02%
257
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$50K 0.02%
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293
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10,000
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297
$45K 0.02%
660
298
$44K 0.02%
600
299
$44K 0.02%
792
300
$43K 0.02%
700
10 11
12
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