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
$284M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$896K
3
+$785K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$646K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$629K

Top Sells

1
+$869K
2
+$335K
3
+$274K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$240K

Sector Composition

1 Technology 12.56%
2 Financials 4.95%
3 Consumer Discretionary 4.65%
4 Industrials 3.11%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$244K 0.09%
4,448
+12
202
$243K 0.09%
911
+2
203
$239K 0.08%
784
+1
204
$238K 0.08%
11,482
+699
205
$236K 0.08%
1,342
+1
206
$234K 0.08%
496
+3
207
$234K 0.08%
+932
208
$233K 0.08%
6,620
-88
209
$229K 0.08%
+5,477
210
$229K 0.08%
2,409
+21
211
$227K 0.08%
2,885
+13
212
$226K 0.08%
1,948
-1,414
213
$224K 0.08%
+825
214
$224K 0.08%
2,716
+37
215
$221K 0.08%
3,891
+183
216
$220K 0.08%
4,313
-172
217
$219K 0.08%
2,779
+132
218
$219K 0.08%
623
+3
219
$217K 0.08%
+6,452
220
$214K 0.08%
2,116
+17
221
$213K 0.07%
10,000
222
$213K 0.07%
+3,735
223
$211K 0.07%
2,543
+377
224
$210K 0.07%
3,183
+4
225
$210K 0.07%
3,125
+12
7 8
9
10 11