EWM
EPG Wealth Management Portfolio holdings
AUM
$333M
This Quarter Return
-13.15%
1 Year Return
+18.3%
3 Year Return
+72%
5 Year Return
+123.15%
10 Year Return
–
AUM
$234M
AUM Growth
-$54.8M
(-19%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-6.84%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
409
New
10
Increased
97
Reduced
94
Closed
192
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.77M |
| 2 |
Coca-Cola
KO
|
$1.24M |
| 3 |
Procter & Gamble
PG
|
$951K |
| 4 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$933K |
| 5 |
FT Vest US Equity Deep Buffer ETF June
DJUN
|
$723K |
Top Sells
Sector Composition
| 1 | Technology | 11.16% |
| 2 | Financials | 5.1% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Healthcare | 3.62% |
| 5 | Industrials | 3.5% |
