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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.03%
+391
252
$43K 0.03%
+900
253
$43K 0.03%
+435
254
$42K 0.03%
+1,500
255
$42K 0.03%
+452
256
$42K 0.03%
+732
257
$41K 0.03%
+485
258
$40K 0.03%
+798
259
$40K 0.03%
+1,600
260
$39K 0.03%
+351
261
$39K 0.03%
+1,149
262
$39K 0.03%
+1,675
263
$39K 0.03%
+616
264
$38K 0.03%
+1,200
265
$38K 0.03%
+100
266
$38K 0.03%
+207
267
$37K 0.03%
+412
268
$37K 0.03%
+984
269
$37K 0.03%
+435
270
$37K 0.03%
+1,908
271
$37K 0.03%
+476
272
$37K 0.03%
+230
273
$36K 0.03%
+1,221
274
$36K 0.03%
+1,680
275
$35K 0.03%
+600
9 10
11
12 13