EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$843K
3
+$459K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$446K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$433K

Top Sells

1
+$660K
2
+$606K
3
+$598K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$445K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46K 0.02%
+851
277
$46K 0.02%
+332
278
$45K 0.02%
+592
279
$45K 0.02%
+300
280
$45K 0.02%
+254
281
$44K 0.02%
+660
282
$44K 0.02%
+11,559
283
$43K 0.02%
+700
284
$42K 0.02%
+600
285
$42K 0.02%
+1,429
286
$40K 0.02%
+1,675
287
$40K 0.02%
+792
288
$36K 0.01%
+331
289
$34K 0.01%
+938
290
$34K 0.01%
+329
291
$33K 0.01%
+600
292
$33K 0.01%
+261
293
$32K 0.01%
+963
294
$32K 0.01%
+125
295
$31K 0.01%
+1,551
296
$30K 0.01%
+613
297
$30K 0.01%
+825
298
$30K 0.01%
+98
299
$28K 0.01%
+1,095
300
$27K 0.01%
+243
10 11
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