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
51
$1.56M 0.46%
41,883
+1,072
52
$1.51M 0.45%
7,262
+361
53
$1.47M 0.44%
6,975
+392
54
$1.47M 0.44%
24,432
+1,589
55
$1.46M 0.43%
9,278
+504
56
$1.46M 0.43%
2,985
+1,247
57
$1.45M 0.43%
14,034
-120
58
$1.42M 0.42%
3,319
+249
59
$1.42M 0.42%
5,959
+252
60
$1.41M 0.42%
14,462
-415
61
$1.41M 0.42%
35,029
-971
62
$1.41M 0.42%
27,232
+398
63
$1.39M 0.41%
3,140
-113
64
$1.37M 0.41%
12,579
+444
65
$1.35M 0.4%
40,155
-3,263
66
$1.33M 0.39%
8,792
-86
67
$1.31M 0.39%
27,409
+29
68
$1.28M 0.38%
10,774
-229
69
$1.26M 0.37%
14,970
-342
70
$1.23M 0.36%
2,349
+165
71
$1.21M 0.36%
4,202
+2,897
72
$1.2M 0.36%
10,740
+497
73
$1.2M 0.35%
52,495
-2,291
74
$1.19M 0.35%
21,596
+8,486
75
$1.19M 0.35%
23,606
-907
1 2
3
4 5