EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.4M
3
+$1.2M
4
CAT icon
Caterpillar
CAT
+$1.2M
5
ORCL icon
Oracle
ORCL
+$868K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.51M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.4M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$110K 0.03%
7,183
+1,390
252
$110K 0.03%
+3,700
253
$108K 0.03%
3,685
-2,927
254
$105K 0.03%
12,797
+700
255
$104K 0.03%
2,530
-2,519
256
$92.4K 0.03%
2,173
-72
257
$89.7K 0.03%
2,516
-2,718
258
$88.1K 0.02%
1,733
+12
259
$87.7K 0.02%
920
260
$84.1K 0.02%
2,134
+62
261
$81.7K 0.02%
1,623
+17
262
$80.4K 0.02%
991
+75
263
$75.5K 0.02%
599
-2
264
$74.8K 0.02%
850
265
$74.6K 0.02%
2,428
-1,805
266
$73.4K 0.02%
4,574
+330
267
$66.6K 0.02%
300
268
$65.9K 0.02%
500
269
$65.9K 0.02%
2,036
+2
270
$65.8K 0.02%
1,500
271
$62.1K 0.02%
4,115
+247
272
$60.4K 0.02%
1,078
273
$60.3K 0.02%
666
+4
274
$59.1K 0.02%
1,300
-2,500
275
$57.9K 0.02%
264
9 10
11
12 13