EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.8K 0.02%
180
227
$49K 0.01%
931
+6
228
$46.7K 0.01%
129
229
$45.1K 0.01%
68
230
$43.8K 0.01%
1,072
-1,062
231
$43.8K 0.01%
16,901
-416
232
$42.4K 0.01%
533
+6
233
$42.3K 0.01%
1,226
+4
234
$38.5K 0.01%
938
235
$37.5K 0.01%
228
236
$36.1K 0.01%
127
237
$35.9K 0.01%
690
238
$35.5K 0.01%
127
239
$35.2K 0.01%
1,421
240
$35K 0.01%
685
+3
241
$33.2K 0.01%
1,134
+12
242
$29K 0.01%
313
243
$28.3K 0.01%
259
244
$27.1K 0.01%
458
+8
245
$26.6K 0.01%
93
246
$25.4K 0.01%
847
247
$24.6K 0.01%
1,000
248
$24K 0.01%
602
249
$23.6K 0.01%
442
+2
250
$22.1K 0.01%
201
+3
8 9
10
11 12