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
$332M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.24M
3
+$881K
4
AMAT icon
Applied Materials
AMAT
+$875K
5
SYK icon
Stryker
SYK
+$874K

Top Sells

1
+$1.74M
2
+$1.11M
3
+$944K
4
COST icon
Costco
COST
+$906K
5
NOC icon
Northrop Grumman
NOC
+$719K

Sector Composition

1 Technology 15.29%
2 Financials 5.97%
3 Healthcare 5.21%
4 Industrials 5.21%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$74.5K 0.02%
5,105
+80
277
$71.3K 0.02%
688
+96
278
$71K 0.02%
4,834
279
$71K 0.02%
1,375
+97
280
$70.6K 0.02%
10,560
281
$70.1K 0.02%
1,433
-9
282
$69.1K 0.02%
11,033
283
$67.6K 0.02%
1,782
-77
284
$63.9K 0.02%
842
285
$62.9K 0.02%
831
+4
286
$61.9K 0.02%
1,353
-373
287
$58.2K 0.02%
941
+2
288
$57.7K 0.02%
2,685
+15
289
$57K 0.02%
+2,602
290
$56.2K 0.02%
+2,840
291
$55.8K 0.02%
976
292
$54.5K 0.02%
416
+1
293
$53.4K 0.02%
823
+4
294
$52.8K 0.02%
+2,833
295
$51.8K 0.02%
350
+200
296
$51.1K 0.02%
673
297
$50.7K 0.02%
260
298
$50.6K 0.02%
+2,554
299
$49.6K 0.02%
760
+616
300
$49.4K 0.01%
2,032
10 11
12
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