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
276
$74.1K 0.02%
11,609
+65
277
$73.2K 0.02%
5,025
-2,134
278
$70.6K 0.02%
1,442
+31
279
$69.1K 0.02%
827
280
$68.1K 0.02%
2,000
281
$67.2K 0.02%
842
+500
282
$64.6K 0.02%
1,278
283
$63.7K 0.02%
592
+2
284
$60.9K 0.02%
3,308
+317
285
$59.7K 0.02%
2,670
+12
286
$59.5K 0.02%
976
287
$59.4K 0.02%
939
-1,498
288
$57.4K 0.02%
415
+2
289
$56.3K 0.02%
819
+4
290
$53.5K 0.02%
260
291
$53.5K 0.02%
1,058
-791
292
$53.2K 0.02%
673
293
$51.6K 0.02%
659
294
$51.3K 0.02%
264
295
$49.3K 0.01%
2,032
296
$49.1K 0.01%
427
297
$48.8K 0.01%
864
298
$46.1K 0.01%
1,014
-531
299
$46K 0.01%
1,656
+19
300
$42.3K 0.01%
2,260
+4
10 11
12
13 14