EPWM
Essex Private Wealth Management Portfolio holdings
AUM $42.5M
1-Year Return
29.63%
This Quarter Return
+6.84%
1 Year Return
+29.63%
3 Year Return
+29.32%
5 Year Return
+75.51%
10 Year Return
–
AUM
$98.8M
AUM Growth
–
Cap. Flow
+$98.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.36%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$16.7M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
+$9.94M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$5.76M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$5.61M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 3.74% |
| 2 | Healthcare | 3.21% |
| 3 | Communication Services | 2.09% |
| 4 | Technology | 1.71% |
| 5 | Utilities | 1.6% |
