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
201
$272K 0.08%
2,286
+8
202
$267K 0.08%
7,700
203
$264K 0.08%
1,202
+2
204
$263K 0.08%
1,467
-66
205
$261K 0.08%
16,316
+254
206
$260K 0.08%
3,906
+11
207
$258K 0.08%
15,322
+1,611
208
$251K 0.07%
2,274
209
$249K 0.07%
3,970
+23
210
$247K 0.07%
14,762
+850
211
$247K 0.07%
5,107
-22,701
212
$243K 0.07%
1,710
+35
213
$242K 0.07%
2,584
+11
214
$238K 0.07%
8,290
-451
215
$237K 0.07%
809
+2
216
$233K 0.07%
2,181
+2
217
$231K 0.07%
16,985
-2,801
218
$225K 0.07%
7,088
+16
219
$225K 0.07%
5,737
+98
220
$224K 0.07%
4,703
+35
221
$222K 0.07%
2,206
+11
222
$216K 0.06%
1,536
+6
223
$215K 0.06%
10,000
-1,248
224
$215K 0.06%
5,400
225
$212K 0.06%
4,597
+35
7 8
9
10 11