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
$396M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20M
3
+$13.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$11.7M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.3M

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
376
$9.52K ﹤0.01%
+141
377
$9.5K ﹤0.01%
+400
378
$8.99K ﹤0.01%
+171
379
$8.54K ﹤0.01%
+80
380
$8.34K ﹤0.01%
+85
381
$7.41K ﹤0.01%
+105
382
$7.37K ﹤0.01%
+28
383
$6.98K ﹤0.01%
+50
384
$6.7K ﹤0.01%
+117
385
$6.62K ﹤0.01%
+72
386
$6.48K ﹤0.01%
+61
387
$6.23K ﹤0.01%
+284
388
$5.94K ﹤0.01%
+45
389
$5.79K ﹤0.01%
+137
390
$5.75K ﹤0.01%
+122
391
$5.4K ﹤0.01%
+56
392
$5.38K ﹤0.01%
+50
393
$5.19K ﹤0.01%
+62
394
$5.18K ﹤0.01%
+53
395
$4.88K ﹤0.01%
+75
396
$4.82K ﹤0.01%
+143
397
$3.94K ﹤0.01%
+57
398
$3.89K ﹤0.01%
+44
399
$3.85K ﹤0.01%
+38
400
$3.56K ﹤0.01%
+134
14 15
16
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