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
326
$31.9K 0.01%
+846
327
$31.6K 0.01%
+400
328
$31.3K 0.01%
+224
329
$31.1K 0.01%
+110
330
$30.9K 0.01%
+127
331
$30.3K 0.01%
+800
332
$30.2K 0.01%
+2,056
333
$29.9K 0.01%
+313
334
$27.5K 0.01%
+450
335
$25K 0.01%
+259
336
$24.5K 0.01%
+450
337
$22.9K 0.01%
+847
338
$22.7K 0.01%
+201
339
$22.3K 0.01%
+197
340
$21.8K 0.01%
+197
341
$21.7K 0.01%
+604
342
$21.1K 0.01%
+176
343
$20.1K 0.01%
+334
344
$19.9K 0.01%
+1,000
345
$19.7K 0.01%
+750
346
$19.2K ﹤0.01%
+178
347
$19.1K ﹤0.01%
+126
348
$19.1K ﹤0.01%
+460
349
$18.5K ﹤0.01%
+11,552
350
$18.4K ﹤0.01%
+858