EWM
EPG Wealth Management Portfolio holdings
AUM
$333M
1-Year Return
18.3%
This Quarter Return
-18.92%
1 Year Return
+18.3%
3 Year Return
+72%
5 Year Return
+123.15%
10 Year Return
–
AUM
$136M
AUM Growth
-$380K
(-0.28%)
Cap. Flow
+$26.5M
Cap. Flow
% of AUM
19.49%
Top 10 Holdings %
Top 10 Hldgs %
33.76%
Holding
908
New
238
Increased
311
Reduced
140
Closed
48
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$1.91M |
| 2 |
Accel Entertainment
ACEL
|
$1.73M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.72M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$1.57M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.29M |
Top Sells
Sector Composition
| 1 | Technology | 8.86% |
| 2 | Financials | 4.44% |
| 3 | Consumer Discretionary | 4.13% |
| 4 | Consumer Staples | 3.24% |
| 5 | Healthcare | 3.03% |
