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
$289M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.04M
3
+$942K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$902K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$812K

Top Sells

1
+$1.25M
2
+$1.09M
3
+$957K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$774K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$673K

Sector Composition

1 Technology 11.85%
2 Financials 5.1%
3 Consumer Discretionary 4.1%
4 Industrials 3.36%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
180
+1
352
$11K ﹤0.01%
225
353
$10K ﹤0.01%
103
354
$10K ﹤0.01%
567
+489
355
$10K ﹤0.01%
103
356
$9K ﹤0.01%
156
-707
357
$9K ﹤0.01%
120
358
$9K ﹤0.01%
100
359
$9K ﹤0.01%
80
360
$9K ﹤0.01%
113
-4,525
361
$8K ﹤0.01%
225
362
$8K ﹤0.01%
291
363
$8K ﹤0.01%
100
-702
364
$7K ﹤0.01%
105
365
$7K ﹤0.01%
292
366
$6K ﹤0.01%
151
+1
367
$6K ﹤0.01%
214
368
$6K ﹤0.01%
284
369
$6K ﹤0.01%
72
370
$6K ﹤0.01%
28
371
$5K ﹤0.01%
+107
372
$4K ﹤0.01%
+111
373
$4K ﹤0.01%
39
374
$4K ﹤0.01%
130
375
$4K ﹤0.01%
52
+26
13 14
15
16 17