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
176
$342K 0.1%
5,834
+25
177
$340K 0.1%
1,795
+197
178
$338K 0.1%
12,145
-3
179
$332K 0.1%
11,550
+10,150
180
$330K 0.1%
2,586
181
$330K 0.1%
+1,944
182
$329K 0.1%
3,686
-601
183
$328K 0.1%
4,689
-238
184
$324K 0.1%
3,147
-677
185
$324K 0.1%
6,600
186
$322K 0.1%
1,465
-53
187
$315K 0.09%
2,391
+231
188
$314K 0.09%
5,152
+14
189
$312K 0.09%
966
+7
190
$299K 0.09%
5,823
+95
191
$294K 0.09%
6,379
+35
192
$293K 0.09%
3,539
-186
193
$289K 0.09%
602
-39
194
$289K 0.09%
5,508
-135
195
$281K 0.08%
1,154
196
$280K 0.08%
11,178
+9
197
$279K 0.08%
8,854
+35
198
$278K 0.08%
1,135
-1
199
$274K 0.08%
1,575
-37
200
$273K 0.08%
3,634
-682
6 7
8
9 10