EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.71M
3
+$1.43M
4
SNY icon
Sanofi
SNY
+$1.02M
5
GILD icon
Gilead Sciences
GILD
+$977K

Top Sells

1
+$1.62M
2
+$1.08M
3
+$850K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$606K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$428K

Sector Composition

1 Technology 13.05%
2 Industrials 5.71%
3 Financials 5.53%
4 Healthcare 5.15%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$75.9K 0.02%
4,834
277
$75.3K 0.02%
1,722
+4
278
$74.7K 0.02%
+635
279
$74.6K 0.02%
11,544
+39
280
$72.2K 0.02%
2,232
281
$69.7K 0.02%
1,545
-169
282
$68.7K 0.02%
827
-100
283
$68.5K 0.02%
1,411
+15
284
$65.1K 0.02%
590
285
$64.2K 0.02%
2,000
286
$61.1K 0.02%
1,278
+578
287
$59.2K 0.02%
2,991
+1,263
288
$58.1K 0.02%
2,658
+15
289
$56.2K 0.02%
976
290
$55.4K 0.02%
413
+64
291
$54K 0.02%
673
+62
292
$53.9K 0.02%
815
+3
293
$51.6K 0.02%
1,879
294
$51.1K 0.02%
264
+1
295
$50.7K 0.02%
260
+8
296
$50.3K 0.02%
1,055
297
$48.6K 0.02%
659
298
$47.7K 0.02%
2,032
+32
299
$46.6K 0.01%
864
300
$45.9K 0.01%
1,637
+19
10 11
12
13 14