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
326
$22.9K 0.01%
998
-708
327
$22.6K 0.01%
438
+3
328
$22.3K 0.01%
194
329
$21.7K 0.01%
462
-593
330
$21.6K 0.01%
348
331
$19.6K 0.01%
310
332
$19.4K 0.01%
750
333
$19.3K 0.01%
150
334
$18.9K 0.01%
460
335
$17.5K 0.01%
897
+5
336
$16.4K ﹤0.01%
316
+8
337
$15.5K ﹤0.01%
162
338
$15.4K ﹤0.01%
275
339
$15.3K ﹤0.01%
426
+4
340
$15.2K ﹤0.01%
+182
341
$14.6K ﹤0.01%
355
342
$14.4K ﹤0.01%
313
343
$14.3K ﹤0.01%
175
344
$13.6K ﹤0.01%
500
345
$13.3K ﹤0.01%
352
+3
346
$12.6K ﹤0.01%
334
-2,271
347
$11.4K ﹤0.01%
461
-80
348
$11.3K ﹤0.01%
533
+7
349
$11.3K ﹤0.01%
187
350
$11.1K ﹤0.01%
77
12 13
14
15 16