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
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.73M
3
+$1.72M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M

Top Sells

1
+$2.51M
2
+$1.98M
3
+$1.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$934K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$759K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$24K 0.02%
+1,640
377
$24K 0.02%
250
378
$24K 0.02%
+973
379
$24K 0.02%
181
+123
380
$23K 0.02%
+177
381
$23K 0.02%
+604
382
$23K 0.02%
440
+49
383
$23K 0.02%
300
384
$23K 0.02%
781
+132
385
$22K 0.02%
68
+45
386
$22K 0.02%
16
-44
387
$22K 0.02%
5,477
+150
388
$22K 0.02%
615
389
$22K 0.02%
+391
390
$22K 0.02%
5,984
-1,092
391
$21K 0.02%
+620
392
$21K 0.02%
4,503
-1,075
393
$21K 0.02%
+1,118
394
$21K 0.02%
+1,524
395
$21K 0.02%
396
396
$20K 0.01%
541
-2,127
397
$20K 0.01%
488
398
$20K 0.01%
237
399
$20K 0.01%
+748
400
$20K 0.01%
+936
14 15
16
17 18