EPWM

Essex Private Wealth Management Portfolio holdings

AUM $42.5M
1-Year Est. Return 29.63%
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.1M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$66.9K
3
+$58.1K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$5.91K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$245

Top Sells

1
+$242K
2
+$119K
3
+$43.9K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$21.9K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$18.5K

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 1.53%
3 Utilities 1.02%
4 Industrials 0.85%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$221K 0.76%
930
27
– –
-10,000
1
2