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
$289M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.04M
3
+$942K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$902K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$812K

Top Sells

1
+$1.25M
2
+$1.09M
3
+$957K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$774K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$673K

Sector Composition

1 Technology 11.85%
2 Financials 5.1%
3 Consumer Discretionary 4.1%
4 Industrials 3.36%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$439K 0.15%
5,415
127
$439K 0.15%
4,198
+104
128
$434K 0.15%
6,000
129
$433K 0.15%
6,192
+915
130
$432K 0.15%
9,356
-3,433
131
$426K 0.15%
1,191
-5
132
$423K 0.15%
+1,912
133
$423K 0.15%
3,220
+443
134
$416K 0.14%
4,901
+2,016
135
$415K 0.14%
+7,017
136
$414K 0.14%
3,077
-522
137
$413K 0.14%
8,004
+3,556
138
$413K 0.14%
2,189
-124
139
$405K 0.14%
+11,004
140
$397K 0.14%
7,298
+799
141
$397K 0.14%
+3,019
142
$396K 0.14%
1,889
+188
143
$385K 0.13%
7,211
+803
144
$384K 0.13%
5,355
+143
145
$381K 0.13%
4,233
-1,198
146
$376K 0.13%
2,318
+527
147
$374K 0.13%
13,059
-1,181
148
$373K 0.13%
2,822
+259
149
$368K 0.13%
5,992
+3,904
150
$364K 0.13%
1,529
+1
4 5
6
7 8