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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.04%
+643
227
$54K 0.04%
+414
228
$53K 0.04%
+3,299
229
$53K 0.04%
+1,338
230
$52K 0.04%
+480
231
$51K 0.04%
+1,560
232
$51K 0.04%
+1,561
233
$51K 0.04%
+1,350
234
$51K 0.04%
+4,152
235
$50K 0.04%
+653
236
$50K 0.04%
+934
237
$49K 0.04%
+503
238
$49K 0.04%
+555
239
$49K 0.04%
+1,636
240
$47K 0.03%
+496
241
$47K 0.03%
+600
242
$47K 0.03%
+1,102
243
$47K 0.03%
+326
244
$47K 0.03%
+540
245
$46K 0.03%
+291
246
$46K 0.03%
+1,000
247
$46K 0.03%
+433
248
$45K 0.03%
+765
249
$45K 0.03%
+394
250
$44K 0.03%
+189
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