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
$243M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$1.74M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$893K

Top Sells

1
+$3.19M
2
+$1.18M
3
+$1.01M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$874K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$463K

Sector Composition

1 Technology 10.38%
2 Financials 5.28%
3 Consumer Discretionary 3.96%
4 Healthcare 3.54%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K 0.01%
+596
277
$34K 0.01%
+400
278
$34K 0.01%
+825
279
$33K 0.01%
+1,662
280
$33K 0.01%
+1,725
281
$33K 0.01%
+679
282
$32K 0.01%
+318
283
$32K 0.01%
+660
284
$32K 0.01%
+334
285
$31K 0.01%
+2,256
286
$30K 0.01%
+794
287
$30K 0.01%
+700
288
$30K 0.01%
+975
289
$30K 0.01%
+126
290
$30K 0.01%
+696
291
$29K 0.01%
+317
292
$29K 0.01%
+332
293
$29K 0.01%
+1,675
294
$28K 0.01%
+311
295
$28K 0.01%
+640
296
$27K 0.01%
+938
297
$27K 0.01%
+332
298
$27K 0.01%
+633
299
$26K 0.01%
+375
300
$25K 0.01%
+1,400
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