EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
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
+$19.6M
2
+$19.2M
3
+$12.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$11.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$10.1M

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
351
$17.6K ﹤0.01%
+179
352
$16.3K ﹤0.01%
+175
353
$16.1K ﹤0.01%
+804
354
$16.1K ﹤0.01%
+552
355
$15.6K ﹤0.01%
+77
356
$15.6K ﹤0.01%
+349
357
$14.4K ﹤0.01%
+317
358
$14.4K ﹤0.01%
+198
359
$14.3K ﹤0.01%
+189
360
$14.1K ﹤0.01%
+245
361
$13.4K ﹤0.01%
+262
362
$13.2K ﹤0.01%
+200
363
$13.1K ﹤0.01%
+278
364
$12.9K ﹤0.01%
+150
365
$12.7K ﹤0.01%
+200
366
$11.6K ﹤0.01%
+250
367
$11.5K ﹤0.01%
+157
368
$11.3K ﹤0.01%
+103
369
$11.2K ﹤0.01%
+110
370
$10.9K ﹤0.01%
+424
371
$10.7K ﹤0.01%
+300
372
$10.5K ﹤0.01%
+169
373
$10.3K ﹤0.01%
+110
374
$10.1K ﹤0.01%
+188
375
$9.54K ﹤0.01%
+250
13 14
15
16 17