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
$284M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$896K
3
+$785K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$646K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$629K

Top Sells

1
+$869K
2
+$335K
3
+$274K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$240K

Sector Composition

1 Technology 12.56%
2 Financials 4.95%
3 Consumer Discretionary 4.65%
4 Industrials 3.11%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
500
352
$12K ﹤0.01%
225
-227
353
$11K ﹤0.01%
305
+5
354
$11K ﹤0.01%
100
355
$11K ﹤0.01%
100
356
$11K ﹤0.01%
206
+200
357
$11K ﹤0.01%
103
358
$10K ﹤0.01%
89
359
$10K ﹤0.01%
120
360
$10K ﹤0.01%
80
361
$10K ﹤0.01%
103
362
$9K ﹤0.01%
123
363
$9K ﹤0.01%
+100
364
$8K ﹤0.01%
225
365
$8K ﹤0.01%
291
366
$8K ﹤0.01%
281
367
$7K ﹤0.01%
150
+1
368
$7K ﹤0.01%
214
369
$7K ﹤0.01%
105
370
$7K ﹤0.01%
292
371
$7K ﹤0.01%
72
372
$6K ﹤0.01%
111
373
$6K ﹤0.01%
284
374
$6K ﹤0.01%
28
375
$5K ﹤0.01%
170
13 14
15
16 17