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
$338M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$831K
3
+$719K
4
HAL icon
Halliburton
HAL
+$684K
5
ADBE icon
Adobe
ADBE
+$610K

Top Sells

1
+$1.1M
2
+$616K
3
+$602K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$436K
5
EL icon
Estee Lauder
EL
+$407K

Sector Composition

1 Technology 14.65%
2 Financials 5.98%
3 Industrials 5.58%
4 Healthcare 5.13%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.73%
19,012
+690
27
$2.43M 0.72%
7,113
-350
28
$2.38M 0.7%
29,265
-259
29
$2.35M 0.7%
29,030
-4,652
30
$2.26M 0.67%
5,586
-388
31
$2.2M 0.65%
4,095
+216
32
$2.19M 0.65%
7,352
+66
33
$2.18M 0.65%
17,196
-338
34
$2.18M 0.65%
7,021
+496
35
$2.14M 0.63%
37,579
-385
36
$2.09M 0.62%
198,101
37
$1.97M 0.58%
10,021
+770
38
$1.93M 0.57%
29,722
+348
39
$1.92M 0.57%
11,893
-45
40
$1.91M 0.56%
8,450
-44
41
$1.91M 0.56%
4,141
-133
42
$1.82M 0.54%
38,694
-315
43
$1.82M 0.54%
20,940
-3,810
44
$1.81M 0.54%
31,580
45
$1.79M 0.53%
10,578
-247
46
$1.73M 0.51%
2,508
+44
47
$1.64M 0.49%
9,211
-376
48
$1.64M 0.48%
4,429
+456
49
$1.63M 0.48%
10,923
-311
50
$1.63M 0.48%
9,873
-143
1
2
3 4 5