EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.8K 0.01%
16,601
-300
227
$51.2K 0.01%
+539
228
$50.2K 0.01%
454
229
$45.8K 0.01%
1,228
+2
230
$43.3K 0.01%
464
-80
231
$43.1K 0.01%
539
+6
232
$40.4K 0.01%
102
-27
233
$39.9K 0.01%
228
234
$39.7K 0.01%
690
235
$39.6K 0.01%
+1,615
236
$39.5K 0.01%
938
237
$38.7K 0.01%
1,223
+829
238
$38.2K 0.01%
410
-669
239
$37.7K 0.01%
127
240
$37.3K 0.01%
127
241
$35.4K 0.01%
1,421
242
$34.2K 0.01%
687
+2
243
$33.6K 0.01%
1,145
+11
244
$33.1K 0.01%
313
245
$31.2K 0.01%
259
246
$29.8K 0.01%
93
247
$28.6K 0.01%
1,000
248
$28K 0.01%
458
249
$27.7K 0.01%
847
250
$26.5K 0.01%
580
-1,914
8 9
10
11 12