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
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M
2 +$1.51M
3 +$1.2M
4
CRM icon
Salesforce
CRM
+$1.19M
5
DASH icon
DoorDash
DASH
+$1.16M

Top Sells

1 +$2.3M
2 +$1.4M
3 +$1.34M
4
NVDA icon
NVIDIA
NVDA
+$1.09M
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
SJNK icon
276
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.28B
$10.9K ﹤0.01%
424
ICLN icon
277
iShares Global Clean Energy ETF
ICLN
$1.92B
$10.8K ﹤0.01%
698
IYR icon
278
iShares US Real Estate ETF
IYR
$4.13B
$10.8K ﹤0.01%
111
EMB icon
279
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$10.5K ﹤0.01%
110
FXI icon
280
iShares China Large-Cap ETF
FXI
$6.59B
$8.68K ﹤0.01%
211
+100
VV icon
281
Vanguard Large-Cap ETF
VV
$47.3B
$8.68K ﹤0.01%
28
VMBS icon
282
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$8.5K ﹤0.01%
181
RWR icon
283
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
$8.23K ﹤0.01%
82
+1
IEF icon
284
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$8.2K ﹤0.01%
85
IHE icon
285
iShares US Pharmaceuticals ETF
IHE
$783M
$7.72K ﹤0.01%
106
ACWX icon
286
iShares MSCI ACWI ex US ETF
ACWX
$7.35B
$7.61K ﹤0.01%
117
IGV icon
287
iShares Expanded Tech-Software Sector ETF
IGV
$8.24B
$7.59K ﹤0.01%
66
IUSG icon
288
iShares Core S&P US Growth ETF
IUSG
$26.1B
$7.4K ﹤0.01%
45
IJK icon
289
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$6.9K ﹤0.01%
72
SUB icon
290
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$6.51K ﹤0.01%
61
HAIL icon
291
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$20.8M
$6.05K ﹤0.01%
170
IUSB icon
292
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$6.03K ﹤0.01%
129
+7
USIG icon
293
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$5.69K ﹤0.01%
109
MBB icon
294
iShares MBS ETF
MBB
$39.2B
$5.53K ﹤0.01%
58
IJS icon
295
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$5.53K ﹤0.01%
50
FDIS icon
296
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.93B
$4.55K ﹤0.01%
44
IYH icon
297
iShares US Healthcare ETF
IYH
$3.5B
$4.4K ﹤0.01%
75
SPSB icon
298
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.27B
$4.03K ﹤0.01%
133
IMCG icon
299
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.1B
$3.97K ﹤0.01%
48
AGG icon
300
iShares Core US Aggregate Bond ETF
AGG
$135B
$3.91K ﹤0.01%
39