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
351
$11.1K ﹤0.01%
102
352
$10.8K ﹤0.01%
+150
353
$10.6K ﹤0.01%
100
354
$10.2K ﹤0.01%
128
355
$9.78K ﹤0.01%
190
+2
356
$9.72K ﹤0.01%
144
357
$9.68K ﹤0.01%
103
358
$9.62K ﹤0.01%
192
-105
359
$9.52K ﹤0.01%
110
360
$9.23K ﹤0.01%
400
361
$8.99K ﹤0.01%
201
362
$8.85K ﹤0.01%
+300
363
$8.78K ﹤0.01%
225
364
$8.76K ﹤0.01%
120
365
$8.5K ﹤0.01%
100
366
$8.37K ﹤0.01%
103
367
$8.21K ﹤0.01%
85
368
$8.17K ﹤0.01%
250
369
$7.44K ﹤0.01%
81
370
$7.24K ﹤0.01%
80
371
$6.39K ﹤0.01%
292
372
$6.27K ﹤0.01%
105
373
$6.19K ﹤0.01%
117
-629
374
$6.17K ﹤0.01%
83
375
$6.11K ﹤0.01%
15
13 14
15
16 17