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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$127K 0.03%
2,461
252
$119K 0.03%
3,000
-1,000
253
$118K 0.03%
5,000
254
$114K 0.03%
12,097
-4,414
255
$112K 0.03%
3,000
256
$110K 0.03%
1,000
257
$110K 0.03%
5,929
+125
258
$110K 0.03%
2,619
+14
259
$105K 0.03%
2,098
-200
260
$99.5K 0.03%
1,268
-5,088
261
$96.6K 0.03%
2,849
+28
262
$95.7K 0.03%
2,245
263
$92.7K 0.02%
706
-497
264
$87.8K 0.02%
920
265
$87.3K 0.02%
1,721
+13
266
$83.9K 0.02%
1,371
+4
267
$82.5K 0.02%
916
+250
268
$80.8K 0.02%
1,606
+18
269
$79.8K 0.02%
4,244
+575
270
$78.8K 0.02%
850
+5
271
$78.4K 0.02%
1,036
-1,308
272
$77.7K 0.02%
601
-5
273
$73K 0.02%
300
274
$72.1K 0.02%
1,049
+2
275
$72.1K 0.02%
19,217
-238
9 10
11
12 13