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
476
$11K 0.01%
+76
477
$11K 0.01%
+210
478
$11K 0.01%
385
479
$11K 0.01%
1,586
480
$10K 0.01%
+225
481
$10K 0.01%
182
+1
482
$10K 0.01%
309
+110
483
$10K 0.01%
+21
484
$10K 0.01%
30
+25
485
$10K 0.01%
300
+225
486
$10K 0.01%
58
487
$10K 0.01%
+1,036
488
$10K 0.01%
+71
489
$9K 0.01%
+255
490
$9K 0.01%
233
+3
491
$9K 0.01%
605
+462
492
$9K 0.01%
+500
493
$9K 0.01%
1,437
-1,369
494
$9K 0.01%
123
+95
495
$9K 0.01%
175
496
$9K 0.01%
638
-623
497
$9K 0.01%
967
-889
498
$9K 0.01%
+1,704
499
$9K 0.01%
+110
500
$9K 0.01%
264
+126
18 19
20
21 22