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
76
$1.17M 0.34%
29,070
+162
77
$1.14M 0.34%
+20,052
78
$1.11M 0.33%
5,216
+507
79
$1.08M 0.32%
14,596
+215
80
$1.07M 0.32%
5,784
+644
81
$1.05M 0.31%
2,364
+760
82
$1.05M 0.31%
34,106
+87
83
$1.02M 0.3%
9,534
-134
84
$1.01M 0.3%
45,511
+84
85
$1M 0.3%
8,700
+440
86
$999K 0.3%
18,534
-119
87
$984K 0.29%
3,934
-22
88
$976K 0.29%
14,921
+34
89
$973K 0.29%
22,090
+990
90
$961K 0.28%
7,133
-139
91
$956K 0.28%
4,341
+501
92
$948K 0.28%
9,808
+6
93
$947K 0.28%
2,409
+260
94
$940K 0.28%
18,554
-789
95
$925K 0.27%
1,907
-4
96
$922K 0.27%
11,964
+184
97
$898K 0.27%
24,900
98
$887K 0.26%
4,280
+349
99
$868K 0.26%
20,300
+1,750
100
$861K 0.25%
3,044
+471
2 3
4
5 6