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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$79K 0.03%
+1,385
252
$79K 0.03%
+4,280
253
$76K 0.03%
+675
254
$74K 0.03%
+578
255
$69K 0.03%
+1,685
256
$69K 0.03%
+1,352
257
$68K 0.03%
+3,791
258
$68K 0.03%
+671
259
$66K 0.03%
+3,872
260
$66K 0.03%
+631
261
$65K 0.03%
+920
262
$63K 0.03%
+438
263
$61K 0.02%
+256
264
$59K 0.02%
+1,790
265
$59K 0.02%
+761
266
$58K 0.02%
+2,574
267
$57K 0.02%
+732
268
$55K 0.02%
+581
269
$52K 0.02%
+391
270
$52K 0.02%
+792
271
$51K 0.02%
+1,400
272
$51K 0.02%
+856
273
$49K 0.02%
+819
274
$47K 0.02%
+1,058
275
$47K 0.02%
+1,034
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