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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34K 0.02%
+358
277
$34K 0.02%
+200
278
$33K 0.02%
+890
279
$33K 0.02%
+170
280
$33K 0.02%
+2,538
281
$32K 0.02%
+1,000
282
$32K 0.02%
+1,113
283
$32K 0.02%
+464
284
$32K 0.02%
+1,900
285
$32K 0.02%
+403
286
$32K 0.02%
+362
287
$31K 0.02%
+615
288
$31K 0.02%
+520
289
$31K 0.02%
+237
290
$31K 0.02%
+444
291
$30K 0.02%
+1,170
292
$30K 0.02%
+601
293
$30K 0.02%
+724
294
$30K 0.02%
+516
295
$28K 0.02%
+680
296
$28K 0.02%
+840
297
$28K 0.02%
+748
298
$28K 0.02%
+959
299
$28K 0.02%
+945
300
$27K 0.02%
+75
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