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
276
$73.4K 0.02%
+1,417
277
$71.2K 0.02%
+3,669
278
$69K 0.02%
+1,397
279
$68.6K 0.02%
+1,077
280
$67.9K 0.02%
+1,500
281
$66.8K 0.02%
+1,047
282
$66.5K 0.02%
+837
283
$66.2K 0.02%
+3,639
284
$65.8K 0.02%
+666
285
$65.8K 0.02%
+500
286
$65.1K 0.02%
+668
287
$63.5K 0.02%
+300
288
$63K 0.02%
+2,034
289
$60.4K 0.02%
+3,633
290
$59.4K 0.02%
+428
291
$58.6K 0.01%
+3,782
292
$57.9K 0.01%
+236
293
$57.7K 0.01%
+264
294
$57.4K 0.01%
+242
295
$57.3K 0.01%
+2,034
296
$52.2K 0.01%
+1,774
297
$50.3K 0.01%
+454
298
$48.9K 0.01%
+638
299
$48.6K 0.01%
+1,514
300
$48.5K 0.01%
+532
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