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
401
$3.68K ﹤0.01%
+38
402
$3.63K ﹤0.01%
59
403
$3.44K ﹤0.01%
44
404
$3.44K ﹤0.01%
193
405
$3.01K ﹤0.01%
134
406
$2.89K ﹤0.01%
45
407
$2.55K ﹤0.01%
43
408
$2.48K ﹤0.01%
41
409
$2.46K ﹤0.01%
111
410
$2.11K ﹤0.01%
12
411
$2.07K ﹤0.01%
67
412
$1.96K ﹤0.01%
38
413
$1.81K ﹤0.01%
37
414
$1.52K ﹤0.01%
78
415
$909 ﹤0.01%
36
416
$752 ﹤0.01%
43
417
$688 ﹤0.01%
+16
418
$650 ﹤0.01%
26
419
$499 ﹤0.01%
22
+1
420
$498 ﹤0.01%
6
421
$471 ﹤0.01%
33
422
$280 ﹤0.01%
+10
423
$235 ﹤0.01%
5
424
$113 ﹤0.01%
+1
425
$91 ﹤0.01%
3
15 16
17
18 19