EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26.5K 0.01%
312
+149
252
$26.4K 0.01%
604
+2
253
$24.7K 0.01%
126
254
$24K 0.01%
444
+2
255
$22.6K 0.01%
203
+2
256
$21.3K 0.01%
191
257
$20.3K 0.01%
179
258
$19.7K 0.01%
77
259
$18.6K 0.01%
277
+1
260
$17.1K ﹤0.01%
28
-87
261
$16.6K ﹤0.01%
245
262
$16.4K ﹤0.01%
178
263
$16.3K ﹤0.01%
194
264
$15.3K ﹤0.01%
108
-14
265
$14.9K ﹤0.01%
321
+1
266
$14.3K ﹤0.01%
160
267
$14K ﹤0.01%
625
268
$13.5K ﹤0.01%
103
269
$13.4K ﹤0.01%
200
270
$13.4K ﹤0.01%
53
-189
271
$12.6K ﹤0.01%
11,552
272
$12.1K ﹤0.01%
154
273
$11.8K ﹤0.01%
99
274
$11K ﹤0.01%
409
+4
275
$11K ﹤0.01%
150
9 10
11
12 13