EWM
EPG Wealth Management Portfolio holdings
AUM
$333M
1-Year Return
18.3%
This Quarter Return
+7.28%
1 Year Return
+18.3%
3 Year Return
+72%
5 Year Return
+123.15%
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.71%
Holding
667
New
665
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$10.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.56M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$7.06M |
| 4 |
Apple
AAPL
|
$5.44M |
| 5 |
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
|
$4.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.28% |
| 2 | Financials | 4.97% |
| 3 | Industrials | 3.7% |
| 4 | Consumer Staples | 2.89% |
| 5 | Consumer Discretionary | 2.75% |
