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
$380M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.14M
3
+$916K
4
MSCI icon
MSCI
MSCI
+$848K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$840K

Top Sells

1
+$3.47M
2
+$1.15M
3
+$928K
4
PXD
Pioneer Natural Resource Co.
PXD
+$750K
5
HAL icon
Halliburton
HAL
+$749K

Sector Composition

1 Technology 17.37%
2 Financials 6.04%
3 Industrials 5.45%
4 Healthcare 5.11%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.09K ﹤0.01%
400
377
$9.08K ﹤0.01%
117
-3
378
$9.03K ﹤0.01%
300
379
$8.93K ﹤0.01%
100
380
$8.77K ﹤0.01%
250
381
$8.71K ﹤0.01%
+670
382
$8.56K ﹤0.01%
171
-21
383
$8.2K ﹤0.01%
141
+76
384
$7.95K ﹤0.01%
85
385
$7.53K ﹤0.01%
201
386
$7.23K ﹤0.01%
80
387
$6.99K ﹤0.01%
105
388
$6.81K ﹤0.01%
15
389
$6.37K ﹤0.01%
28
390
$6.32K ﹤0.01%
113
+2
391
$5.86K ﹤0.01%
72
392
$5.85K ﹤0.01%
117
393
$5.45K ﹤0.01%
238
-54
394
$5.43K ﹤0.01%
137
395
$5.31K ﹤0.01%
284
396
$4.83K ﹤0.01%
50
397
$4.51K ﹤0.01%
139
+2
398
$4.5K ﹤0.01%
+46
399
$4.46K ﹤0.01%
204
400
$3.78K ﹤0.01%
41
14 15
16
17 18