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
401
$3.53K ﹤0.01%
+193
402
$3.53K ﹤0.01%
+111
403
$3.5K ﹤0.01%
+48
404
$3.34K ﹤0.01%
+62
405
$3.18K ﹤0.01%
+45
406
$2.91K ﹤0.01%
+43
407
$2.55K ﹤0.01%
+67
408
$2.47K ﹤0.01%
+96
409
$2.41K ﹤0.01%
+12
410
$2.24K ﹤0.01%
+81
411
$2.21K ﹤0.01%
+38
412
$1.87K ﹤0.01%
+37
413
$1.77K ﹤0.01%
+78
414
$1.22K ﹤0.01%
+19
415
$1.1K ﹤0.01%
+37
416
$1.09K ﹤0.01%
+6
417
$967 ﹤0.01%
+16
418
$907 ﹤0.01%
+43
419
$602 ﹤0.01%
+17
420
$597 ﹤0.01%
+22
421
$560 ﹤0.01%
+6
422
$466 ﹤0.01%
+33
423
$244 ﹤0.01%
+4
424
– –
0
425
– –
0
15 16
17
18 19