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
301
$48.4K 0.01%
+210
302
$48.1K 0.01%
+180
303
$47.6K 0.01%
+1,684
304
$47.6K 0.01%
+1,828
305
$44.3K 0.01%
+84
306
$43.8K 0.01%
+1,868
307
$43.6K 0.01%
+128
308
$41.9K 0.01%
+2,166
309
$41K 0.01%
+516
310
$39.9K 0.01%
+68
311
$39K 0.01%
+895
312
$38.1K 0.01%
+227
313
$38K 0.01%
+455
314
$37.3K 0.01%
+1,421
315
$37K 0.01%
+633
316
$35.7K 0.01%
+858
317
$35.5K 0.01%
+600
318
$34.7K 0.01%
+645
319
$34.5K 0.01%
+938
320
$34.4K 0.01%
+653
321
$34.1K 0.01%
+668
322
$33.2K 0.01%
+858
323
$33K 0.01%
+1,151
324
$32.6K 0.01%
+125
325
$32.3K 0.01%
+1,099