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
301
$41.4K 0.01%
180
302
$39.9K 0.01%
409
303
$38.4K 0.01%
333
-302
304
$36.7K 0.01%
1,684
305
$36.1K 0.01%
333
306
$35.9K 0.01%
127
307
$35.8K 0.01%
987
+3
308
$35.3K 0.01%
1,311
+179
309
$33.8K 0.01%
400
310
$33.6K 0.01%
660
+201
311
$32.3K 0.01%
804
312
$32.2K 0.01%
375
313
$30.7K 0.01%
938
314
$30.1K 0.01%
68
315
$30.1K 0.01%
1,044
+5
316
$30K 0.01%
17,552
+2,000
317
$29.3K 0.01%
115
318
$29.3K 0.01%
653
319
$29K 0.01%
845
+5
320
$26.5K 0.01%
400
321
$26.3K 0.01%
108
322
$26.2K 0.01%
368
323
$25.3K 0.01%
123
324
$24.9K 0.01%
640
+323
325
$23.5K 0.01%
993