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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.5M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$870K

Top Sells

1
+$2.39M
2
+$2.27M
3
+$2.03M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.33M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$203K 0.06%
+1,396
227
$203K 0.06%
4,722
-62
228
$193K 0.05%
10,386
+147
229
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6,150
-2,000
230
$188K 0.05%
1,244
+234
231
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-75
232
$183K 0.05%
1,071
+1
233
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-115
234
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10,124
-9,296
235
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479
236
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2,412
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237
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607
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238
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239
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5,018
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240
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1,838
241
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1,728
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245
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246
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2,830
-44,797
247
$122K 0.03%
2,332
-129
248
$114K 0.03%
2,619
249
$113K 0.03%
5,000
250
$112K 0.03%
3,000
8 9
10
11 12