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
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.73M
3
+$1.72M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M

Top Sells

1
+$2.51M
2
+$1.98M
3
+$1.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$934K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$759K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
93
452
$14K 0.01%
435
453
$14K 0.01%
+284
454
$14K 0.01%
+1,758
455
$13K 0.01%
55
456
$13K 0.01%
479
+49
457
$13K 0.01%
+204
458
$13K 0.01%
56
459
$12K 0.01%
+1,200
460
$12K 0.01%
364
-35
461
$12K 0.01%
176
462
$12K 0.01%
203
-68
463
$12K 0.01%
180
-400
464
$12K 0.01%
+175
465
$12K 0.01%
257
+131
466
$11K 0.01%
148
+104
467
$11K 0.01%
173
+10
468
$11K 0.01%
257
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469
$11K 0.01%
100
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470
$11K 0.01%
436
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471
$11K 0.01%
69
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472
$11K 0.01%
345
+234
473
$11K 0.01%
324
-89
474
$11K 0.01%
125
+50
475
$11K 0.01%
457
+3
17 18
19
20 21