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
$243M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$1.74M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$893K

Top Sells

1
+$3.19M
2
+$1.18M
3
+$1.01M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$874K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$463K

Sector Composition

1 Technology 10.38%
2 Financials 5.28%
3 Consumer Discretionary 3.96%
4 Healthcare 3.54%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$54K 0.02%
+709
252
$53K 0.02%
+1,382
253
$51K 0.02%
+2,625
254
$50K 0.02%
+454
255
$49K 0.02%
+1,879
256
$49K 0.02%
+976
257
$48K 0.02%
+2,000
258
$47K 0.02%
+1,954
259
$47K 0.02%
+808
260
$46K 0.02%
+611
261
$45K 0.02%
+259
262
$44K 0.02%
+599
263
$44K 0.02%
+1,049
264
$43K 0.02%
+419
265
$43K 0.02%
+252
266
$42K 0.02%
+1,601
267
$42K 0.02%
+700
268
$42K 0.02%
+851
269
$42K 0.02%
+344
270
$41K 0.02%
+864
271
$41K 0.02%
+659
272
$40K 0.02%
+701
273
$39K 0.02%
+553
274
$39K 0.02%
+16,712
275
$37K 0.02%
+426
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