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
726
$1K ﹤0.01%
57
-3
727
$1K ﹤0.01%
50
728
$1K ﹤0.01%
4
-2
729
$1K ﹤0.01%
+6
730
$1K ﹤0.01%
64
-54
731
$1K ﹤0.01%
66
-52
732
$1K ﹤0.01%
+4
733
$1K ﹤0.01%
8
734
$1K ﹤0.01%
18
-142
735
$1K ﹤0.01%
12
736
$1K ﹤0.01%
43
737
$1K ﹤0.01%
+3
738
$1K ﹤0.01%
18
739
$1K ﹤0.01%
16
740
$1K ﹤0.01%
6
+5
741
$1K ﹤0.01%
25
742
$1K ﹤0.01%
+17
743
$1K ﹤0.01%
+4
744
$1K ﹤0.01%
120
745
$1K ﹤0.01%
60
746
$1K ﹤0.01%
22
+10
747
$1K ﹤0.01%
+10
748
$1K ﹤0.01%
100
-65
749
$1K ﹤0.01%
+3
750
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0
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