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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$147K 0.06%
15,647
227
$140K 0.06%
+4,732
228
$137K 0.06%
+5,448
229
$133K 0.05%
+1,299
230
$133K 0.05%
+3,000
231
$121K 0.05%
+555
232
$120K 0.05%
+1,374
233
$118K 0.05%
+3,500
234
$118K 0.05%
+957
235
$114K 0.05%
+2,927
236
$104K 0.04%
+1,752
237
$103K 0.04%
+5,312
238
$103K 0.04%
+2,428
239
$100K 0.04%
+1,987
240
$98K 0.04%
+1,076
241
$96K 0.04%
+3,000
242
$94K 0.04%
+1,585
243
$91K 0.04%
+1,076
244
$86K 0.03%
+1,656
245
$86K 0.03%
+499
246
$85K 0.03%
+1,950
247
$84K 0.03%
+1,826
248
$83K 0.03%
+1,000
249
$81K 0.03%
11,250
250
$81K 0.03%
+369
8 9
10
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