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
126
$676K 0.2%
7,543
+735
127
$652K 0.19%
21,811
+1,790
128
$633K 0.19%
1,906
+202
129
$627K 0.19%
3,638
+361
130
$619K 0.18%
1,635
+144
131
$617K 0.18%
15,220
+1,704
132
$608K 0.18%
3,580
-325
133
$595K 0.18%
14,370
134
$591K 0.17%
9,882
+925
135
$573K 0.17%
16,089
-337
136
$564K 0.17%
13,636
+134
137
$559K 0.17%
15,229
-976
138
$557K 0.16%
10,689
-97
139
$552K 0.16%
3,974
+395
140
$549K 0.16%
8,589
-425
141
$549K 0.16%
4,820
-171
142
$547K 0.16%
+11,875
143
$535K 0.16%
4,425
144
$533K 0.16%
4,390
+232
145
$529K 0.16%
1,715
+144
146
$522K 0.15%
6,007
-58
147
$509K 0.15%
6,741
+383
148
$493K 0.15%
2,411
+137
149
$487K 0.14%
1,861
+14
150
$486K 0.14%
3,962
+312
4 5
6
7 8