EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$8.18M
2 +$2.5M
3 +$1.59M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M
5
BAC icon
Bank of America
BAC
+$1.5M

Top Sells

1 +$8.08M
2 +$3.49M
3 +$1.53M
4
STX icon
Seagate
STX
+$1.4M
5
UBER icon
Uber
UBER
+$1.3M

Sector Composition

1 Technology 19.64%
2 Financials 7.86%
3 Industrials 7.48%
4 Healthcare 5.02%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIZD icon
226
VanEck BDC Income ETF
BIZD
$1.54B
$51.2K 0.01%
+4,000
GOVT icon
227
iShares US Treasury Bond ETF
GOVT
$41.5B
$51.2K 0.01%
+2,234
SHV icon
228
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$50.2K 0.01%
454
USMV icon
229
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$50K 0.01%
+539
FELC icon
230
Fidelity Enhanced Large Cap Core ETF
FELC
$7.72B
$44.8K 0.01%
1,234
+3
HDV
231
iShares Core High Dividend ETF
HDV
$13.4B
$43.8K 0.01%
+1,615
VDC icon
232
Vanguard Consumer Staples ETF
VDC
$7.79B
$43.8K 0.01%
195
VCSH icon
233
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$43.6K 0.01%
551
+4
HEZU icon
234
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$541M
$41K 0.01%
938
VGT icon
235
Vanguard Information Technology ETF
VGT
$150B
$40.5K 0.01%
464
VIS icon
236
Vanguard Industrials ETF
VIS
$7.77B
$39.9K 0.01%
128
XLG icon
237
Invesco S&P 500 Top 50 ETF
XLG
$11B
$37.6K 0.01%
690
VCR icon
238
Vanguard Consumer Discretionary ETF
VCR
$6.06B
$36.7K 0.01%
102
FSTA icon
239
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.37B
$35.7K 0.01%
682
+3
HYMB icon
240
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.94B
$35.2K 0.01%
1,421
SPTS icon
241
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.87B
$34.1K 0.01%
1,167
+7
PPA icon
242
Invesco Aerospace & Defense ETF
PPA
$8.02B
$33.3K 0.01%
201
IGF icon
243
iShares Global Infrastructure ETF
IGF
$10.5B
$31.2K 0.01%
465
VOT icon
244
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$30.6K 0.01%
119
VOE icon
245
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$30.5K 0.01%
166
+1
VYMI icon
246
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$30K 0.01%
318
+2
IWO icon
247
iShares Russell 2000 Growth ETF
IWO
$14.5B
$29.2K 0.01%
93
VONG icon
248
Vanguard Russell 1000 Growth ETF
VONG
$45B
$28.4K 0.01%
259
WTAI icon
249
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$657M
$28.2K 0.01%
1,000
FBOT icon
250
Fidelity Disruptive Automation ETF
FBOT
$212M
$28K 0.01%
847