EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
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 +$2.45M
2 +$864K
3 +$862K
4
INTC icon
Intel
INTC
+$862K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$787K

Top Sells

1 +$3.47M
2 +$1.15M
3 +$815K
4
PXD
Pioneer Natural Resource Co.
PXD
+$774K
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
451
-6
452
-23,415