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
$380M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$916K
4
MSCI icon
MSCI
MSCI
+$848K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$840K

Top Sells

1
+$3.47M
2
+$1.15M
3
+$928K
4
PXD
Pioneer Natural Resource Co.
PXD
+$750K
5
HAL icon
Halliburton
HAL
+$749K

Sector Composition

1 Technology 17.37%
2 Financials 6.04%
3 Industrials 5.45%
4 Healthcare 5.11%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$30.9K 0.01%
1,072
+18
327
$30.7K 0.01%
653
328
$30.7K 0.01%
254
+1
329
$30.3K 0.01%
263
330
$28.4K 0.01%
368
331
$28K 0.01%
+800
332
$27.9K 0.01%
125
+1
333
$27.8K 0.01%
400
334
$27.5K 0.01%
224
335
$27.2K 0.01%
109
+1
336
$25.9K 0.01%
640
337
$25.6K 0.01%
400
338
$25.4K 0.01%
313
-62
339
$24.9K 0.01%
1,765
+700
340
$24.7K 0.01%
993
341
$24K 0.01%
224
+8
342
$23.3K 0.01%
442
+2
343
$20.9K 0.01%
310
344
$20.9K 0.01%
1,000
345
$20.8K 0.01%
+847
346
$20.5K 0.01%
194
-494
347
$19.8K 0.01%
450
-12
348
$19.5K 0.01%
750
349
$19.4K 0.01%
804
350
$18.5K ﹤0.01%
460
12 13
14
15 16