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
376
$5.98K ﹤0.01%
204
377
$5.78K ﹤0.01%
+59
378
$5.76K ﹤0.01%
117
379
$5.68K ﹤0.01%
28
380
$5.29K ﹤0.01%
284
381
$5.17K ﹤0.01%
137
382
$4.75K ﹤0.01%
50
383
$4.57K ﹤0.01%
84
-359
384
$4.35K ﹤0.01%
135
+1
385
$4.19K ﹤0.01%
+150
386
$3.77K ﹤0.01%
40
387
$3.63K ﹤0.01%
61
-22
388
$3.46K ﹤0.01%
193
389
$3.39K ﹤0.01%
65
390
$3.23K ﹤0.01%
44
391
$3.13K ﹤0.01%
53
+10
392
$3.03K ﹤0.01%
134
393
$3.02K ﹤0.01%
111
394
$3K ﹤0.01%
45
395
$2.6K ﹤0.01%
100
396
$2.42K ﹤0.01%
133
397
$2.1K ﹤0.01%
67
398
$1.99K ﹤0.01%
12
-72
399
$1.92K ﹤0.01%
38
400
$1.78K ﹤0.01%
37
14 15
16
17 18