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
$289M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.04M
3
+$942K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$902K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$812K

Top Sells

1
+$1.25M
2
+$1.09M
3
+$957K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$774K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$673K

Sector Composition

1 Technology 11.85%
2 Financials 5.1%
3 Consumer Discretionary 4.1%
4 Industrials 3.36%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$70K 0.02%
331
-38
277
$65K 0.02%
3,791
278
$63K 0.02%
+2,000
279
$63K 0.02%
1,654
280
$63K 0.02%
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281
$62K 0.02%
1,879
-1,355
282
$62K 0.02%
+2,471
283
$62K 0.02%
2,598
+12
284
$61K 0.02%
697
+1
285
$58K 0.02%
442
+1
286
$56K 0.02%
799
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287
$56K 0.02%
251
288
$55K 0.02%
1,107
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289
$53K 0.02%
1,040
290
$53K 0.02%
430
-55
291
$53K 0.02%
11,559
292
$50K 0.02%
258
+1
293
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334
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294
$49K 0.02%
885
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295
$48K 0.02%
1,568
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296
$47K 0.02%
391
-17
297
$44K 0.02%
851
-1,311
298
$44K 0.02%
592
+1
299
$44K 0.02%
+679
300
$42K 0.01%
660
10 11
12
13 14