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
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21.8K 0.01%
126
252
$20.9K 0.01%
191
253
$20K 0.01%
179
+1
254
$18.5K 0.01%
77
255
$17.3K 0.01%
276
-25,235
256
$16.2K ﹤0.01%
122
257
$16.1K ﹤0.01%
194
+132
258
$15.6K ﹤0.01%
245
259
$15.2K ﹤0.01%
178
+3
260
$14.1K ﹤0.01%
160
261
$13.8K ﹤0.01%
+625
262
$13.6K ﹤0.01%
320
+2
263
$13.1K ﹤0.01%
103
264
$13K ﹤0.01%
163
+2
265
$12.8K ﹤0.01%
200
+1
266
$12.1K ﹤0.01%
394
-2,034
267
$11.8K ﹤0.01%
99
268
$11.2K ﹤0.01%
154
+10
269
$11K ﹤0.01%
150
270
$10.8K ﹤0.01%
424
271
$10.8K ﹤0.01%
+405
272
$10.5K ﹤0.01%
111
+1
273
$10.2K ﹤0.01%
110
274
$9.17K ﹤0.01%
11,552
275
$9.14K ﹤0.01%
698
-2,358
9 10
11
12 13